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
801
$7.78M 0.01%
105,107
+15,979
802
$7.78M 0.01%
175,420
-12,591
803
$7.77M 0.01%
245,836
+66,910
804
$7.74M 0.01%
97,137
+4,671
805
$7.74M 0.01%
81,201
+7,846
806
$7.65M 0.01%
44,315
-10,555
807
$7.63M 0.01%
66,618
-2,917
808
$7.62M 0.01%
285,865
+6,627
809
$7.62M 0.01%
128,532
+842
810
$7.62M 0.01%
291,090
+555
811
$7.61M 0.01%
207,735
+10,151
812
$7.61M 0.01%
140,364
+9,195
813
$7.56M 0.01%
76,008
-3,644
814
$7.55M 0.01%
350,349
+164,448
815
$7.55M 0.01%
25,158
+272
816
$7.54M 0.01%
43,658
+5,813
817
$7.52M 0.01%
104,315
-44,526
818
$7.5M 0.01%
175,652
-5,626
819
$7.44M 0.01%
77,364
+4,534
820
$7.43M 0.01%
30,701
-468
821
$7.43M 0.01%
224,567
+3,137
822
$7.41M 0.01%
39,309
+4,216
823
$7.41M 0.01%
83,005
+4,937
824
$7.39M 0.01%
54,128
-388
825
$7.39M 0.01%
203,497
+17,032
31 32
33
34 35