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
1026
$5M 0.01%
105,952
+4,931
1027
$4.99M 0.01%
57,550
+2,365
1028
$4.98M 0.01%
27,134
-8,224
1029
$4.98M 0.01%
81,074
+17,943
1030
$4.97M 0.01%
85,900
+35,420
1031
$4.96M 0.01%
172,971
-2,410
1032
$4.96M 0.01%
43,156
+2,068
1033
$4.92M 0.01%
115,696
+6,991
1034
$4.87M 0.01%
59,388
+2,382
1035
$4.87M 0.01%
53,488
-298
1036
$4.84M 0.01%
345,795
+43,057
1037
$4.82M 0.01%
18,808
+1,110
1038
$4.82M 0.01%
260,969
+25,664
1039
$4.82M 0.01%
129,239
+24,112
1040
$4.81M 0.01%
56,379
-1,978
1041
$4.8M 0.01%
36,702
-42,002
1042
$4.79M 0.01%
58,588
-432
1043
$4.78M 0.01%
151,527
+8,438
1044
$4.78M 0.01%
58,276
+1,304
1045
$4.76M 0.01%
3,811
-146
1046
$4.76M 0.01%
81,751
-6,244
1047
$4.75M 0.01%
208,217
+122
1048
$4.75M 0.01%
185,163
+11,893
1049
$4.74M 0.01%
221,724
+2,861
1050
$4.74M 0.01%
40,443
-2,186
40 41
42
43 44