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
1301
$3.11M ﹤0.01%
80,138
+12,350
1302
$3.11M ﹤0.01%
50,580
-28,648
1303
$3.1M ﹤0.01%
34,056
+25,722
1304
$3.1M ﹤0.01%
96,631
+3,325
1305
$3.1M ﹤0.01%
49,280
-1,749
1306
$3.1M ﹤0.01%
112,708
+18,143
1307
$3.09M ﹤0.01%
23,729
+124
1308
$3.09M ﹤0.01%
28,596
-30,302
1309
$3.09M ﹤0.01%
20,371
-6,308
1310
$3.08M ﹤0.01%
69,439
-6,192
1311
$3.08M ﹤0.01%
120,844
+1,346
1312
$3.08M ﹤0.01%
+158,550
1313
$3.07M ﹤0.01%
5,421
-384
1314
$3.07M ﹤0.01%
79,774
+4,131
1315
$3.07M ﹤0.01%
197,100
+4,151
1316
$3.07M ﹤0.01%
23,187
+716
1317
$3.07M ﹤0.01%
120,819
-43,618
1318
$3.06M ﹤0.01%
26,824
+2,671
1319
$3.05M ﹤0.01%
11,955
+437
1320
$3.04M ﹤0.01%
18,784
-7,916
1321
$3.04M ﹤0.01%
43,561
-54,061
1322
$3.04M ﹤0.01%
47,367
+9,043
1323
$3.02M ﹤0.01%
62,493
+21,960
1324
$3.02M ﹤0.01%
39,638
+439
1325
$3.02M ﹤0.01%
59,344
-13,767
51 52
53
54 55