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
51
$301M 0.45%
5,367,534
+184,481
52
$300M 0.45%
2,591,359
+136,841
53
$296M 0.44%
2,286,231
+94,647
54
$295M 0.44%
2,614,974
+71,832
55
$293M 0.44%
1,335,502
+55,175
56
$282M 0.42%
2,004,923
+56,155
57
$282M 0.42%
3,303,889
+96,821
58
$280M 0.42%
1,763,259
+241,318
59
$275M 0.41%
6,680,236
+123,355
60
$268M 0.4%
1,128,979
+24,565
61
$265M 0.4%
1,273,949
-5,526
62
$259M 0.39%
1,258,050
+20,779
63
$252M 0.38%
793,289
+17,291
64
$252M 0.38%
1,060,282
+14,960
65
$252M 0.38%
690,472
+23,986
66
$249M 0.37%
2,570,041
+5,219
67
$243M 0.36%
4,321,227
+273,159
68
$238M 0.36%
1,262,378
+39,081
69
$232M 0.35%
4,868,300
+159,620
70
$229M 0.34%
3,622,565
-2,643
71
$227M 0.34%
1,622,105
+24,600
72
$222M 0.33%
4,848,787
+107,175
73
$219M 0.33%
789,397
-31,760
74
$218M 0.33%
2,978,052
-17,098
75
$216M 0.32%
1,200,944
+67,190
1 2
3
4 5