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
1276
$3.21M ﹤0.01%
62,750
+15,412
1277
$3.2M ﹤0.01%
41,597
+1,660
1278
$3.2M ﹤0.01%
29,795
-1,633
1279
$3.19M ﹤0.01%
56,186
+6,967
1280
$3.19M ﹤0.01%
228,800
+9,550
1281
$3.19M ﹤0.01%
61,023
-1,167
1282
$3.19M ﹤0.01%
65,524
+1,830
1283
$3.18M ﹤0.01%
75,114
-11,100
1284
$3.17M ﹤0.01%
31,333
-965
1285
$3.16M ﹤0.01%
12,072
-19,353
1286
$3.16M ﹤0.01%
16,557
+2,645
1287
$3.16M ﹤0.01%
36,670
+1,040
1288
$3.16M ﹤0.01%
67,508
+8,013
1289
$3.15M ﹤0.01%
41,707
+411
1290
$3.14M ﹤0.01%
117,980
+25,238
1291
$3.14M ﹤0.01%
61,105
+4,875
1292
$3.13M ﹤0.01%
229,830
+25,872
1293
$3.13M ﹤0.01%
92,818
+1,019
1294
$3.13M ﹤0.01%
215,845
+836
1295
$3.13M ﹤0.01%
218,959
+37,032
1296
$3.12M ﹤0.01%
15,797
-670
1297
$3.12M ﹤0.01%
103,306
+3,060
1298
$3.12M ﹤0.01%
79,256
+4,052
1299
$3.12M ﹤0.01%
62,950
+41,033
1300
$3.12M ﹤0.01%
+35,408
50 51
52
53 54