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
1201
$3.64M 0.01%
129,993
-26,506
1202
$3.63M 0.01%
86,113
+10,818
1203
$3.63M 0.01%
22,418
-72
1204
$3.62M 0.01%
33,077
-463
1205
$3.62M 0.01%
39,734
-3,003
1206
$3.62M 0.01%
104,676
+63,564
1207
$3.61M 0.01%
26,686
-5,014
1208
$3.61M 0.01%
57,080
+3,699
1209
$3.6M 0.01%
117,612
+34,442
1210
$3.59M 0.01%
64,127
+2,780
1211
$3.58M 0.01%
39,837
-4,416
1212
$3.57M 0.01%
1,864
+248
1213
$3.57M 0.01%
44,220
-316
1214
$3.55M 0.01%
181,414
+64,181
1215
$3.55M 0.01%
254,988
-9,944
1216
$3.55M 0.01%
86,693
+32,748
1217
$3.54M 0.01%
205,878
-5,844
1218
$3.54M 0.01%
110,739
-2,466
1219
$3.54M 0.01%
57,532
+10,112
1220
$3.53M 0.01%
261,694
-7,707
1221
$3.53M 0.01%
+77,707
1222
$3.53M 0.01%
100,039
+3,808
1223
$3.52M 0.01%
110,219
+5,706
1224
$3.51M 0.01%
84,079
-57,664
1225
$3.51M 0.01%
30,362
+551
47 48
49
50 51