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
1426
$2.65M ﹤0.01%
53,184
-9,363
1427
$2.65M ﹤0.01%
107,511
-643
1428
$2.65M ﹤0.01%
104,373
-6,182
1429
$2.64M ﹤0.01%
76,180
-437
1430
$2.64M ﹤0.01%
75,788
+3,004
1431
$2.62M ﹤0.01%
187,011
+6,423
1432
$2.62M ﹤0.01%
170,840
-18,020
1433
$2.61M ﹤0.01%
102,308
+8,800
1434
$2.6M ﹤0.01%
+57,933
1435
$2.59M ﹤0.01%
75,827
+10,010
1436
$2.59M ﹤0.01%
40,811
-391
1437
$2.58M ﹤0.01%
186,204
-7,186
1438
$2.58M ﹤0.01%
40,716
-395
1439
$2.57M ﹤0.01%
99,177
+89,322
1440
$2.56M ﹤0.01%
114,944
-23,343
1441
$2.56M ﹤0.01%
20,826
+2,948
1442
$2.56M ﹤0.01%
10,097
+190
1443
$2.55M ﹤0.01%
69,087
+570
1444
$2.55M ﹤0.01%
58,599
-182,928
1445
$2.54M ﹤0.01%
33,122
-1,076
1446
$2.54M ﹤0.01%
54,157
+2,238
1447
$2.54M ﹤0.01%
91,928
-8,243
1448
$2.54M ﹤0.01%
243,014
+77,547
1449
$2.52M ﹤0.01%
7,305
-810
1450
$2.52M ﹤0.01%
+96,713
56 57
58
59 60