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
126
$122M 0.18%
2,302,630
+181,110
127
$121M 0.18%
497,376
+14,854
128
$119M 0.18%
502,492
+12,662
129
$119M 0.18%
1,723,650
-18,740
130
$117M 0.18%
2,952,735
-298,133
131
$116M 0.17%
1,391,560
+18,759
132
$116M 0.17%
3,428,702
+231,386
133
$115M 0.17%
1,334,481
-3,514,976
134
$114M 0.17%
1,240,410
+32,900
135
$113M 0.17%
499,367
+32,990
136
$113M 0.17%
711,495
+14,887
137
$111M 0.17%
363,210
+13,245
138
$110M 0.16%
1,046,004
-12,306
139
$109M 0.16%
706,257
+16,784
140
$109M 0.16%
777,536
+17,407
141
$109M 0.16%
746,500
+30,940
142
$109M 0.16%
474,091
+37,957
143
$108M 0.16%
1,856,736
-40,088
144
$107M 0.16%
2,716,252
+39,629
145
$107M 0.16%
754,032
+89,385
146
$106M 0.16%
259,311
+1,910
147
$106M 0.16%
488,090
+3,944
148
$105M 0.16%
2,630,034
+55,683
149
$105M 0.16%
1,299,752
+52,749
150
$105M 0.16%
694,871
-3,595
4 5
6
7 8