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
1001
$5.18M 0.01%
39,981
-1,682
1002
$5.18M 0.01%
105,476
+4,920
1003
$5.18M 0.01%
31,289
+859
1004
$5.18M 0.01%
80,966
-3,481
1005
$5.17M 0.01%
177,455
-5,270
1006
$5.17M 0.01%
62,176
-12,297
1007
$5.15M 0.01%
41,317
-2,627
1008
$5.15M 0.01%
50,097
+2,109
1009
$5.15M 0.01%
94,954
-1,990
1010
$5.15M 0.01%
253,752
+22,393
1011
$5.14M 0.01%
160,844
+37,122
1012
$5.14M 0.01%
435,263
+72,493
1013
$5.13M 0.01%
192,323
+14
1014
$5.12M 0.01%
137,542
-1,184
1015
$5.11M 0.01%
46,558
-14,235
1016
$5.11M 0.01%
83,074
+4,260
1017
$5.11M 0.01%
154,525
+40,392
1018
$5.11M 0.01%
20,793
-8,768
1019
$5.1M 0.01%
65,318
+31,968
1020
$5.1M 0.01%
374,674
-3,325
1021
$5.09M 0.01%
38,101
-1,374
1022
$5.07M 0.01%
337,429
-7,965
1023
$5.07M 0.01%
206,702
+1,583
1024
$5.06M 0.01%
59,178
+4,300
1025
$5.05M 0.01%
152,346
+117,305
39 40
41
42 43