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
726
$9.62M 0.01%
155,221
-527
727
$9.52M 0.01%
148,752
+1,068
728
$9.51M 0.01%
49,185
-73,360
729
$9.5M 0.01%
115,433
+3,813
730
$9.49M 0.01%
88,454
+4,470
731
$9.47M 0.01%
201,222
+65,097
732
$9.47M 0.01%
163,593
+753
733
$9.47M 0.01%
49,896
+1,189
734
$9.46M 0.01%
76,305
+7,321
735
$9.42M 0.01%
466,972
-47,592
736
$9.38M 0.01%
120,875
+10,970
737
$9.3M 0.01%
139,095
+3,061
738
$9.29M 0.01%
63,935
+1,363
739
$9.28M 0.01%
91,231
-10,823
740
$9.26M 0.01%
89,916
+7,584
741
$9.25M 0.01%
104,010
-18,741
742
$9.22M 0.01%
42,084
+636
743
$9.21M 0.01%
493,542
+607
744
$9.15M 0.01%
42,335
+3,827
745
$9.14M 0.01%
44,415
-3,003
746
$9.12M 0.01%
372,756
+93
747
$9.05M 0.01%
31,557
+1,503
748
$9.01M 0.01%
343,333
-16,823
749
$8.97M 0.01%
538,738
+135,087
750
$8.97M 0.01%
87,909
+81,647
28 29
30
31 32