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
1176
$3.77M 0.01%
25,658
+9,890
1177
$3.77M 0.01%
28,936
+8,588
1178
$3.77M 0.01%
37,540
+780
1179
$3.76M 0.01%
27,467
-4,097
1180
$3.74M 0.01%
127,610
+880
1181
$3.74M 0.01%
142,384
-50,301
1182
$3.73M 0.01%
46,675
+4,098
1183
$3.71M 0.01%
75,774
-6,830
1184
$3.71M 0.01%
46,977
+13,033
1185
$3.7M 0.01%
168,043
+10,735
1186
$3.7M 0.01%
70,911
-3,159
1187
$3.7M 0.01%
71,670
+2,110
1188
$3.69M 0.01%
92,312
+1,362
1189
$3.68M 0.01%
86,305
+14,637
1190
$3.68M 0.01%
85,014
-11,986
1191
$3.68M 0.01%
216,270
-1,613
1192
$3.68M 0.01%
36,862
-413
1193
$3.66M 0.01%
176,916
+51,399
1194
$3.66M 0.01%
17,554
-124
1195
$3.66M 0.01%
25,243
+3,923
1196
$3.66M 0.01%
201,215
+5,963
1197
$3.65M 0.01%
39,398
+34,803
1198
$3.65M 0.01%
137,110
+9,921
1199
$3.65M 0.01%
158,794
+12,309
1200
$3.64M 0.01%
24,951
+19,354
46 47
48
49 50