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
1151
$3.93M 0.01%
135,430
-5,180
1152
$3.93M 0.01%
65,276
+14,846
1153
$3.89M 0.01%
243,050
+817
1154
$3.88M 0.01%
102,898
+87
1155
$3.88M 0.01%
84,870
+8,615
1156
$3.88M 0.01%
17,025
-2,222
1157
$3.86M 0.01%
22,777
+2,530
1158
$3.86M 0.01%
92,534
-583
1159
$3.86M 0.01%
63,798
-222
1160
$3.85M 0.01%
59,702
-892
1161
$3.84M 0.01%
34,098
+210
1162
$3.83M 0.01%
70,020
+8,114
1163
$3.83M 0.01%
84,269
+968
1164
$3.83M 0.01%
83,720
+489
1165
$3.81M 0.01%
614,440
+45,232
1166
$3.81M 0.01%
265,337
-14,354
1167
$3.8M 0.01%
203,593
+931
1168
$3.8M 0.01%
48,559
-376
1169
$3.79M 0.01%
132,750
+13,205
1170
$3.79M 0.01%
16,472
+3,801
1171
$3.79M 0.01%
+108,981
1172
$3.78M 0.01%
93,760
+27,098
1173
$3.78M 0.01%
23,336
-5,201
1174
$3.78M 0.01%
89,503
+11,864
1175
$3.77M 0.01%
115,068
-41,668
45 46
47
48 49