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
1401
$2.73M ﹤0.01%
19,909
-1,230
1402
$2.73M ﹤0.01%
80,358
+43,914
1403
$2.72M ﹤0.01%
217,983
+7,496
1404
$2.72M ﹤0.01%
291,065
-225,277
1405
$2.71M ﹤0.01%
183,748
+4,605
1406
$2.71M ﹤0.01%
84,956
+1,556
1407
$2.71M ﹤0.01%
46,395
-132
1408
$2.71M ﹤0.01%
+93,625
1409
$2.71M ﹤0.01%
29,004
+1,840
1410
$2.7M ﹤0.01%
32,230
+5,311
1411
$2.7M ﹤0.01%
80,190
+24,783
1412
$2.7M ﹤0.01%
214,411
+4,287
1413
$2.69M ﹤0.01%
76,344
+6,782
1414
$2.69M ﹤0.01%
49,255
+7,315
1415
$2.69M ﹤0.01%
99,529
+36,750
1416
$2.68M ﹤0.01%
53,063
-4,799
1417
$2.67M ﹤0.01%
128,577
+44,640
1418
$2.67M ﹤0.01%
39,489
-41,772
1419
$2.67M ﹤0.01%
14,540
+759
1420
$2.66M ﹤0.01%
223,519
-1,276
1421
$2.66M ﹤0.01%
29,180
+26,264
1422
$2.66M ﹤0.01%
+50,488
1423
$2.66M ﹤0.01%
116,699
-3,526
1424
$2.65M ﹤0.01%
91,660
+2,125
1425
$2.65M ﹤0.01%
17,809
+1,739
55 56
57
58 59