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
901
$6.26M 0.01%
63,679
-3,314
902
$6.25M 0.01%
42,075
-775
903
$6.24M 0.01%
67,492
-28,815
904
$6.24M 0.01%
220,247
-28,057
905
$6.24M 0.01%
130,686
+4,740
906
$6.23M 0.01%
+91,698
907
$6.22M 0.01%
99,327
+4,343
908
$6.22M 0.01%
520,658
+407,401
909
$6.21M 0.01%
105,211
+918
910
$6.19M 0.01%
112,367
+8,594
911
$6.18M 0.01%
75,363
-8,715
912
$6.17M 0.01%
54,828
-224
913
$6.17M 0.01%
71,382
+40,855
914
$6.17M 0.01%
24,095
-108
915
$6.16M 0.01%
216,203
+65,495
916
$6.15M 0.01%
93,369
-1,771
917
$6.14M 0.01%
83,237
+5,815
918
$6.13M 0.01%
13,223
-1,750
919
$6.1M 0.01%
102,782
+1,623
920
$6.07M 0.01%
258,533
+49,535
921
$6.04M 0.01%
178,715
+37,842
922
$6.03M 0.01%
107,262
-44,652
923
$6.03M 0.01%
240,127
-3,125
924
$6.02M 0.01%
41,163
+10,417
925
$6M 0.01%
121,441
+12,992
35 36
37
38 39