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
826
$7.35M 0.01%
66,595
+13,880
827
$7.35M 0.01%
117,757
+114,184
828
$7.33M 0.01%
87,033
-350
829
$7.33M 0.01%
302,945
-2,013
830
$7.32M 0.01%
224,800
-1,250
831
$7.32M 0.01%
50,692
+2,330
832
$7.32M 0.01%
98,655
+3,338
833
$7.3M 0.01%
140,923
-2,865
834
$7.26M 0.01%
26,335
-7,174
835
$7.26M 0.01%
138,844
+2,970
836
$7.25M 0.01%
76,696
+6,916
837
$7.23M 0.01%
19,957
-157
838
$7.22M 0.01%
126,493
+18,320
839
$7.2M 0.01%
+259,936
840
$7.2M 0.01%
144,977
-4,992
841
$7.17M 0.01%
281,663
+20,368
842
$7.15M 0.01%
187,993
+46,925
843
$7.15M 0.01%
171,868
+1,732
844
$7.14M 0.01%
312,959
+120,768
845
$7.13M 0.01%
146,139
-6,693
846
$7.13M 0.01%
60,859
+1,778
847
$7.12M 0.01%
54,334
+8,520
848
$7.1M 0.01%
69,658
+4,394
849
$7.09M 0.01%
44,558
-22,594
850
$7.08M 0.01%
99,279
+12,320
32 33
34
35 36