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
1126
$4.08M 0.01%
385,432
+20,292
1127
$4.08M 0.01%
1,217
+132
1128
$4.07M 0.01%
310,358
-29,264
1129
$4.06M 0.01%
99,132
+91,472
1130
$4.06M 0.01%
13,972
-4,124
1131
$4.05M 0.01%
28,030
-10,291
1132
$4.05M 0.01%
74,768
-13,947
1133
$4.04M 0.01%
97,028
+14,604
1134
$4.04M 0.01%
62,467
-63
1135
$4.04M 0.01%
6,266
+260
1136
$4.04M 0.01%
190,492
+10,736
1137
$4.01M 0.01%
160,122
-1,169
1138
$4M 0.01%
385,070
+35,790
1139
$3.99M 0.01%
81,348
+6,316
1140
$3.99M 0.01%
74,898
-266
1141
$3.98M 0.01%
26,897
+130
1142
$3.97M 0.01%
49,098
+165
1143
$3.96M 0.01%
69,913
+930
1144
$3.96M 0.01%
83,503
+1,072
1145
$3.95M 0.01%
32,624
+901
1146
$3.94M 0.01%
37,743
+7,491
1147
$3.94M 0.01%
147,465
+8,263
1148
$3.94M 0.01%
56,278
+3,751
1149
$3.94M 0.01%
114,686
-2,721
1150
$3.93M 0.01%
47,967
+12,428
44 45
46
47 48