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
976
$5.44M 0.01%
167,339
+10,768
977
$5.43M 0.01%
100,262
+31
978
$5.41M 0.01%
111,741
+32,323
979
$5.39M 0.01%
363,023
-3,190
980
$5.38M 0.01%
122,109
+35,302
981
$5.37M 0.01%
9,214
+4,483
982
$5.37M 0.01%
44,401
+469
983
$5.36M 0.01%
115,741
+54,907
984
$5.36M 0.01%
36,700
-1,531
985
$5.33M 0.01%
66,681
-2,467
986
$5.32M 0.01%
+108,618
987
$5.31M 0.01%
59,892
+3,786
988
$5.31M 0.01%
239,723
+85,743
989
$5.31M 0.01%
52,487
-2,360
990
$5.29M 0.01%
99,129
+10,449
991
$5.29M 0.01%
37,053
+2,628
992
$5.29M 0.01%
70,519
-352
993
$5.28M 0.01%
100,572
-1,620
994
$5.27M 0.01%
160,242
+863
995
$5.26M 0.01%
201,980
-9,136
996
$5.25M 0.01%
59,046
-7,785
997
$5.23M 0.01%
66,214
+4,452
998
$5.21M 0.01%
27,298
-19,355
999
$5.19M 0.01%
69,850
+9,955
1000
$5.19M 0.01%
508,739
+2,093
38 39
40
41 42