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
751
$8.97M 0.01%
81,662
+2,677
752
$8.91M 0.01%
89,468
+438
753
$8.88M 0.01%
192,007
-17,249
754
$8.85M 0.01%
123,712
+22,010
755
$8.85M 0.01%
356,865
+4,880
756
$8.77M 0.01%
40,208
+4,827
757
$8.75M 0.01%
374,690
+12,743
758
$8.75M 0.01%
99,885
-2,408
759
$8.69M 0.01%
151,019
+2,119
760
$8.69M 0.01%
170,584
+124,350
761
$8.67M 0.01%
35,849
+8,737
762
$8.65M 0.01%
68,308
-2,146
763
$8.62M 0.01%
651,043
+140,621
764
$8.6M 0.01%
+110,823
765
$8.56M 0.01%
2,350,070
+362,791
766
$8.55M 0.01%
126,701
-1,812
767
$8.54M 0.01%
240,447
-6,653
768
$8.54M 0.01%
164,775
-16,216
769
$8.52M 0.01%
200,131
+796
770
$8.45M 0.01%
66,543
-25,028
771
$8.45M 0.01%
46,713
+1,846
772
$8.44M 0.01%
87,422
+3,982
773
$8.41M 0.01%
117,210
+519
774
$8.37M 0.01%
146,163
+28,815
775
$8.3M 0.01%
464,835
-31,933
29 30
31
32 33