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
76
$213M 0.32%
3,164,609
+83,434
77
$213M 0.32%
600,434
+16,507
78
$208M 0.31%
852,015
+26,337
79
$205M 0.31%
1,067,376
-7,673
80
$205M 0.31%
3,059,220
+244,394
81
$203M 0.3%
3,796,614
-9,503
82
$202M 0.3%
1,036,836
-12,379
83
$202M 0.3%
3,637,878
+39,849
84
$201M 0.3%
869,267
+13,782
85
$191M 0.29%
1,649,345
+16,264
86
$185M 0.28%
1,949,214
+78,296
87
$182M 0.27%
3,347,983
-704,415
88
$182M 0.27%
1,436,429
+28,903
89
$181M 0.27%
1,168,655
-17,123
90
$180M 0.27%
8,275,216
-803,682
91
$179M 0.27%
365,861
+6,081
92
$176M 0.26%
1,189,780
+116,631
93
$174M 0.26%
1,295,171
+352,665
94
$171M 0.26%
3,005,134
-177,583
95
$171M 0.26%
706,901
+23,320
96
$169M 0.25%
749,230
+35,262
97
$165M 0.25%
383,856
+9,974
98
$162M 0.24%
2,839,014
+9,725
99
$156M 0.23%
1,775,851
+152,544
100
$155M 0.23%
539,486
-26,573
2 3
4
5 6