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
776
$8.3M 0.01%
113,247
-7,428
777
$8.29M 0.01%
132,947
-16,644
778
$8.29M 0.01%
157,407
-36,344
779
$8.27M 0.01%
457,561
+65,064
780
$8.26M 0.01%
41,159
+136
781
$8.26M 0.01%
399,895
-5,546
782
$8.25M 0.01%
186,009
+102,031
783
$8.18M 0.01%
142,801
+14,100
784
$8.12M 0.01%
90,257
+1,624
785
$8.11M 0.01%
65,078
+2,177
786
$8.11M 0.01%
50,200
+1,980
787
$8.1M 0.01%
182,029
-13,134
788
$8.09M 0.01%
63,430
+605
789
$8.08M 0.01%
80,694
-791
790
$8.05M 0.01%
84,499
+730
791
$7.98M 0.01%
94,893
-690
792
$7.98M 0.01%
403,483
+26,075
793
$7.96M 0.01%
5,333
+184
794
$7.92M 0.01%
300,916
+27,091
795
$7.89M 0.01%
123,441
+20,348
796
$7.86M 0.01%
305,330
+68,417
797
$7.84M 0.01%
70,032
+4,212
798
$7.84M 0.01%
63,138
+12,538
799
$7.84M 0.01%
149,728
-5,562
800
$7.83M 0.01%
108,769
-4,921
30 31
32
33 34