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
1351
$2.91M ﹤0.01%
41,358
+2,291
1352
$2.91M ﹤0.01%
15,997
+599
1353
$2.91M ﹤0.01%
+107,791
1354
$2.91M ﹤0.01%
68,145
-6,295
1355
$2.9M ﹤0.01%
114,876
+1,168
1356
$2.9M ﹤0.01%
48,072
+8,221
1357
$2.9M ﹤0.01%
78,679
-41,568
1358
$2.9M ﹤0.01%
68,845
-444
1359
$2.89M ﹤0.01%
80,487
-277
1360
$2.89M ﹤0.01%
169,178
-43,056
1361
$2.89M ﹤0.01%
56,599
+6,239
1362
$2.89M ﹤0.01%
95,198
-42,494
1363
$2.88M ﹤0.01%
82,825
-3,774
1364
$2.86M ﹤0.01%
21,592
-813
1365
$2.86M ﹤0.01%
2,806
-800
1366
$2.86M ﹤0.01%
50,231
+10,522
1367
$2.85M ﹤0.01%
322,141
-15,767
1368
$2.85M ﹤0.01%
108,124
-144,801
1369
$2.85M ﹤0.01%
169,735
+74,489
1370
$2.84M ﹤0.01%
161,523
-41,417
1371
$2.84M ﹤0.01%
83,256
-2,538
1372
$2.84M ﹤0.01%
303,969
+34,939
1373
$2.84M ﹤0.01%
18,759
+9
1374
$2.83M ﹤0.01%
+232,133
1375
$2.82M ﹤0.01%
4,240
-309
53 54
55
56 57