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
1451
$2.52M ﹤0.01%
74,583
+2,775
1452
$2.51M ﹤0.01%
+5,140
1453
$2.51M ﹤0.01%
34,588
+13,221
1454
$2.51M ﹤0.01%
51,632
+40,676
1455
$2.5M ﹤0.01%
23,851
-1,585
1456
$2.5M ﹤0.01%
55,255
+5,194
1457
$2.5M ﹤0.01%
36,229
+4,326
1458
$2.49M ﹤0.01%
30,981
-257
1459
$2.49M ﹤0.01%
82,480
+15,000
1460
$2.49M ﹤0.01%
122,645
+49,895
1461
$2.49M ﹤0.01%
101,508
+11,141
1462
$2.49M ﹤0.01%
63,242
+48,833
1463
$2.49M ﹤0.01%
30,156
-643
1464
$2.48M ﹤0.01%
+81,977
1465
$2.47M ﹤0.01%
+281,312
1466
$2.47M ﹤0.01%
63,465
+36,476
1467
$2.46M ﹤0.01%
16,346
+3,246
1468
$2.46M ﹤0.01%
9,944
-13,587
1469
$2.45M ﹤0.01%
79,229
-13,245
1470
$2.45M ﹤0.01%
134,567
+4,053
1471
$2.44M ﹤0.01%
26,238
-27,497
1472
$2.44M ﹤0.01%
14,242
+3,494
1473
$2.44M ﹤0.01%
41,637
-16,230
1474
$2.43M ﹤0.01%
105,464
-1,274
1475
$2.42M ﹤0.01%
42,088
+4,663
57 58
59
60 61