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
851
$7.07M 0.01%
81,536
+973
852
$7.05M 0.01%
280,794
-4,372
853
$7.02M 0.01%
118,029
+27,936
854
$7M 0.01%
185,057
+75,461
855
$6.99M 0.01%
145,232
+51,088
856
$6.95M 0.01%
65,946
+6,963
857
$6.93M 0.01%
108,744
-2,082
858
$6.91M 0.01%
225,278
+129,158
859
$6.91M 0.01%
273,882
+37,620
860
$6.88M 0.01%
28,111
-2,286
861
$6.85M 0.01%
87,891
-9,383
862
$6.83M 0.01%
391,226
+350,132
863
$6.83M 0.01%
107,834
+6,026
864
$6.83M 0.01%
331,721
-67
865
$6.82M 0.01%
10,043
+1,924
866
$6.82M 0.01%
81,596
+27,561
867
$6.8M 0.01%
61,578
+1,003
868
$6.78M 0.01%
92,530
-6,675
869
$6.75M 0.01%
588,938
-38,007
870
$6.74M 0.01%
54,993
+8,405
871
$6.71M 0.01%
85,920
-5,539
872
$6.69M 0.01%
82,964
+10,709
873
$6.67M 0.01%
127,691
+4,934
874
$6.67M 0.01%
122,372
-3,331
875
$6.62M 0.01%
253,835
-148,769
33 34
35
36 37