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
876
$6.62M 0.01%
29,769
-5,169
877
$6.61M 0.01%
22,939
+1,732
878
$6.6M 0.01%
77,503
-19,052
879
$6.58M 0.01%
1,324
+70
880
$6.58M 0.01%
139,440
+25,936
881
$6.58M 0.01%
129,434
-8,402
882
$6.57M 0.01%
75,804
-3,002
883
$6.53M 0.01%
17,498
+1,320
884
$6.51M 0.01%
502,215
+104,206
885
$6.49M 0.01%
79,402
+4,035
886
$6.49M 0.01%
322,889
+60,520
887
$6.48M 0.01%
22,895
+6,040
888
$6.47M 0.01%
189,124
+86,520
889
$6.44M 0.01%
113,126
-125
890
$6.39M 0.01%
33,410
-483
891
$6.37M 0.01%
33,126
-129
892
$6.37M 0.01%
43,611
+3,321
893
$6.36M 0.01%
89,180
+395
894
$6.36M 0.01%
27,085
+621
895
$6.34M 0.01%
86,821
+69,552
896
$6.33M 0.01%
44,759
+2,684
897
$6.29M 0.01%
70,463
-12,981
898
$6.29M 0.01%
135,126
-3,433
899
$6.28M 0.01%
174,277
-11,313
900
$6.26M 0.01%
45,870
+7,198
34 35
36
37 38