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
1051
$4.74M 0.01%
133,373
+74,280
1052
$4.72M 0.01%
43,728
-244
1053
$4.71M 0.01%
229,168
-211
1054
$4.71M 0.01%
25,187
-2,262
1055
$4.71M 0.01%
26,485
+7,132
1056
$4.69M 0.01%
45,716
+1,405
1057
$4.68M 0.01%
74,994
+1,490
1058
$4.67M 0.01%
38,160
+5,005
1059
$4.67M 0.01%
58,462
-1,920
1060
$4.64M 0.01%
286,993
+50,805
1061
$4.64M 0.01%
32,814
+3,091
1062
$4.63M 0.01%
272,158
-9,658
1063
$4.63M 0.01%
104,805
+9,099
1064
$4.62M 0.01%
92,666
+344
1065
$4.6M 0.01%
175,936
+56,991
1066
$4.6M 0.01%
150,946
+51,478
1067
$4.58M 0.01%
13,344
+145
1068
$4.53M 0.01%
192,840
+44,583
1069
$4.53M 0.01%
31,747
+1,793
1070
$4.52M 0.01%
81,057
-1,536
1071
$4.51M 0.01%
75,671
+1,082
1072
$4.51M 0.01%
149,470
+5,149
1073
$4.51M 0.01%
128,927
+19,903
1074
$4.5M 0.01%
50,455
+3,242
1075
$4.5M 0.01%
29,172
+2,849
41 42
43
44 45