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
1251
$3.35M 0.01%
72,010
-2,861
1252
$3.34M 0.01%
197,950
-33,930
1253
$3.34M 0.01%
72,464
+1,214
1254
$3.33M 0.01%
288,806
+67,003
1255
$3.33M 0.01%
140,888
-3,684
1256
$3.32M 0.01%
390,676
-41,733
1257
$3.32M 0.01%
63,959
+9,182
1258
$3.31M 0.01%
147,587
-132,465
1259
$3.31M 0.01%
241,826
-5,852
1260
$3.3M ﹤0.01%
66,452
-75
1261
$3.3M ﹤0.01%
156,283
-13,593
1262
$3.29M ﹤0.01%
14,697
-887
1263
$3.29M ﹤0.01%
88,212
+7,492
1264
$3.28M ﹤0.01%
459,504
+23,738
1265
$3.28M ﹤0.01%
28,645
+3,989
1266
$3.28M ﹤0.01%
53,451
+1,160
1267
$3.27M ﹤0.01%
50,325
+46,085
1268
$3.25M ﹤0.01%
31,144
-5,535
1269
$3.25M ﹤0.01%
65,178
-5,161
1270
$3.25M ﹤0.01%
47,761
+2,584
1271
$3.24M ﹤0.01%
37,201
+11,631
1272
$3.23M ﹤0.01%
64,430
+6,006
1273
$3.23M ﹤0.01%
83,683
+2,624
1274
$3.22M ﹤0.01%
38,272
+1,716
1275
$3.22M ﹤0.01%
71,212
+795
49 50
51
52 53