Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$66.8B
AUM Growth
+$6.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,443
New
Increased
Reduced
Closed

Top Buys

1
+$233M
2
+$79.2M
3
+$70.4M
4
KMB icon
Kimberly-Clark
KMB
+$63.4M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$51.3M

Top Sells

1
+$303M
2
+$61.5M
3
+$42.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$38.3M
5
NTAP icon
NetApp
NTAP
+$36.6M

Sector Composition

1 Technology 16.77%
2 Healthcare 10.89%
3 Financials 9.86%
4 Industrials 9.2%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$10.1M 0.02%
101,292
+1,686
702
$10.1M 0.02%
102,066
-67,886
703
$10.1M 0.02%
81,854
-1,478
704
$10M 0.02%
75,526
+3,480
705
$10M 0.02%
49,112
-1,645
706
$10M 0.02%
145,551
+34,582
707
$9.98M 0.01%
36,221
+11,039
708
$9.92M 0.01%
89,307
-5,134
709
$9.92M 0.01%
933,019
+129,038
710
$9.89M 0.01%
186,200
+2,072
711
$9.88M 0.01%
436,416
-6,272
712
$9.87M 0.01%
167,259
+54,936
713
$9.85M 0.01%
53,786
+146
714
$9.83M 0.01%
261,439
+11,431
715
$9.81M 0.01%
169,735
-17,050
716
$9.8M 0.01%
120,875
+22,231
717
$9.76M 0.01%
96,632
-2,345
718
$9.76M 0.01%
571,896
+46,569
719
$9.75M 0.01%
140,913
-548
720
$9.73M 0.01%
331,970
+90,034
721
$9.68M 0.01%
133,647
+17,050
722
$9.67M 0.01%
322,646
-1,572
723
$9.66M 0.01%
63,082
+1,300
724
$9.64M 0.01%
54,471
-1,405
725
$9.63M 0.01%
18,045
-5,538
27 28
29
30 31