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
1226
$3.5M 0.01%
36,017
+4,156
1227
$3.5M 0.01%
41,593
-8,224
1228
$3.5M 0.01%
12,729
+24
1229
$3.48M 0.01%
106,760
-43,587
1230
$3.48M 0.01%
53,305
+18,283
1231
$3.46M 0.01%
34,665
-9,163
1232
$3.46M 0.01%
79,368
+6,059
1233
$3.46M 0.01%
44,842
+27,320
1234
$3.46M 0.01%
20,848
+5,169
1235
$3.46M 0.01%
40,320
+1,056
1236
$3.44M 0.01%
50,737
-77
1237
$3.44M 0.01%
52,934
+7,289
1238
$3.44M 0.01%
114,510
+39,185
1239
$3.43M 0.01%
59,196
-13,841
1240
$3.42M 0.01%
16,270
-1,565
1241
$3.42M 0.01%
354,487
+235,377
1242
$3.42M 0.01%
112,380
+41,296
1243
$3.41M 0.01%
50,610
+384
1244
$3.4M 0.01%
62,218
+13,560
1245
$3.39M 0.01%
107,897
+3,638
1246
$3.38M 0.01%
72,514
-14,177
1247
$3.37M 0.01%
48,726
+780
1248
$3.37M 0.01%
35,453
+31,699
1249
$3.36M 0.01%
35,906
+8,834
1250
$3.35M 0.01%
31,392
-15,031
48 49
50
51 52