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
951
$5.71M 0.01%
197,614
+17,892
952
$5.71M 0.01%
10,379
+596
953
$5.7M 0.01%
136,677
+1,073
954
$5.69M 0.01%
178,324
-47,127
955
$5.66M 0.01%
279,972
+47,625
956
$5.66M 0.01%
86,179
+20,728
957
$5.66M 0.01%
114,897
-12,568
958
$5.66M 0.01%
321,457
+8,435
959
$5.63M 0.01%
80,382
-1,135
960
$5.63M 0.01%
51,041
+15
961
$5.63M 0.01%
184,441
+5,426
962
$5.62M 0.01%
92,968
+32,267
963
$5.6M 0.01%
129,956
+99,636
964
$5.59M 0.01%
+118,711
965
$5.59M 0.01%
149,415
-2,695
966
$5.58M 0.01%
37,341
-6,217
967
$5.54M 0.01%
266,540
-5,829
968
$5.54M 0.01%
80,536
+4,533
969
$5.51M 0.01%
253,718
+17,277
970
$5.49M 0.01%
103,263
+32,354
971
$5.48M 0.01%
203,866
+13,532
972
$5.47M 0.01%
139,558
+109,400
973
$5.46M 0.01%
136,563
+45,015
974
$5.46M 0.01%
40,535
+8,148
975
$5.45M 0.01%
90,259
+2,450
37 38
39
40 41