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
1076
$4.5M 0.01%
84,120
-7,246
1077
$4.49M 0.01%
48,938
+6,675
1078
$4.49M 0.01%
233,970
-8,563
1079
$4.48M 0.01%
94,052
+19,158
1080
$4.48M 0.01%
62,807
+4,650
1081
$4.48M 0.01%
47,516
+520
1082
$4.47M 0.01%
73,736
+4,388
1083
$4.45M 0.01%
17,318
-101
1084
$4.45M 0.01%
78,543
+9,506
1085
$4.44M 0.01%
170,429
+4,772
1086
$4.44M 0.01%
23,205
-1,429
1087
$4.43M 0.01%
58,333
+11,877
1088
$4.43M 0.01%
80,494
+727
1089
$4.42M 0.01%
16,832
-740
1090
$4.41M 0.01%
41,465
+34,774
1091
$4.4M 0.01%
69,179
-18,664
1092
$4.39M 0.01%
103,823
+4,941
1093
$4.39M 0.01%
54,095
-2,106
1094
$4.38M 0.01%
207,964
+158,395
1095
$4.37M 0.01%
128,608
+9,036
1096
$4.37M 0.01%
21,135
+1,347
1097
$4.36M 0.01%
63,993
-13,883
1098
$4.35M 0.01%
88,584
+30,373
1099
$4.35M 0.01%
131,571
+1,161
1100
$4.33M 0.01%
26,404
-777
42 43
44
45 46