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
101
$153M 0.23%
1,603,796
+42,436
102
$150M 0.22%
2,245,743
-78,374
103
$149M 0.22%
271,739
+46,528
104
$149M 0.22%
2,289,642
+47,094
105
$148M 0.22%
5,203,574
+290,990
106
$148M 0.22%
1,798,961
+78,445
107
$147M 0.22%
2,688,496
+487,667
108
$145M 0.22%
1,214,381
+16,924
109
$143M 0.21%
163,677
+6,027
110
$139M 0.21%
1,789,852
+80,796
111
$139M 0.21%
1,232,138
+80,720
112
$138M 0.21%
898,390
-53,110
113
$138M 0.21%
1,392,847
+31,526
114
$135M 0.2%
1,032,649
+211,602
115
$134M 0.2%
334,831
+4,726
116
$132M 0.2%
549,163
+47,426
117
$131M 0.2%
673,581
+338
118
$130M 0.2%
949,279
+66,232
119
$128M 0.19%
1,386,418
+51,212
120
$128M 0.19%
2,375,015
+129,970
121
$128M 0.19%
3,466,002
+220,646
122
$125M 0.19%
755,080
+27,627
123
$124M 0.19%
1,577,541
+24,085
124
$122M 0.18%
1,978,776
+504,348
125
$122M 0.18%
912,746
+473,608
3 4
5
6 7