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
1101
$4.32M 0.01%
71,233
+1,883
1102
$4.32M 0.01%
174,133
-2,560
1103
$4.31M 0.01%
30,638
+3,066
1104
$4.31M 0.01%
102,608
+4,076
1105
$4.31M 0.01%
24,201
-723
1106
$4.3M 0.01%
194,022
+37,360
1107
$4.3M 0.01%
296,837
+132,721
1108
$4.27M 0.01%
29,542
+897
1109
$4.26M 0.01%
40,276
+713
1110
$4.25M 0.01%
25,959
+2,023
1111
$4.22M 0.01%
42,918
+5,060
1112
$4.22M 0.01%
26,705
-37
1113
$4.21M 0.01%
223,795
+167,246
1114
$4.21M 0.01%
245,451
-58,260
1115
$4.21M 0.01%
21,859
+3,172
1116
$4.2M 0.01%
54,651
+24,609
1117
$4.2M 0.01%
20,821
+412
1118
$4.19M 0.01%
303,358
-15,666
1119
$4.19M 0.01%
42,795
+555
1120
$4.18M 0.01%
64,256
-7,228
1121
$4.15M 0.01%
295,087
-26,991
1122
$4.15M 0.01%
191,661
+6,852
1123
$4.13M 0.01%
100,300
-825
1124
$4.1M 0.01%
64,483
-113
1125
$4.09M 0.01%
73,094
-1,434
43 44
45
46 47