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
1476
$2.42M ﹤0.01%
350,957
+24,177
1477
$2.42M ﹤0.01%
87,662
+34,349
1478
$2.41M ﹤0.01%
119,025
-5,652
1479
$2.41M ﹤0.01%
83,483
+5,945
1480
$2.41M ﹤0.01%
178,789
+3,998
1481
$2.41M ﹤0.01%
143,869
+16,506
1482
$2.39M ﹤0.01%
288,795
+11,005
1483
$2.39M ﹤0.01%
52,947
+13,374
1484
$2.39M ﹤0.01%
208,654
+10,514
1485
$2.38M ﹤0.01%
39,943
+1,143
1486
$2.38M ﹤0.01%
72,975
-2,833
1487
$2.38M ﹤0.01%
57,722
-29,962
1488
$2.38M ﹤0.01%
212,633
+158,210
1489
$2.38M ﹤0.01%
48,098
+6,207
1490
$2.38M ﹤0.01%
29,269
1491
$2.37M ﹤0.01%
128,007
+6,952
1492
$2.36M ﹤0.01%
178,167
+24,179
1493
$2.36M ﹤0.01%
44,582
+15,259
1494
$2.35M ﹤0.01%
101,923
+202
1495
$2.35M ﹤0.01%
3,528
-2,391
1496
$2.35M ﹤0.01%
44,911
+2,914
1497
$2.35M ﹤0.01%
39,174
+1,200
1498
$2.34M ﹤0.01%
67,525
+14,824
1499
$2.34M ﹤0.01%
58,249
-1,637
1500
$2.34M ﹤0.01%
45,695
+16,338
58 59
60
61 62