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
1501
$2.34M ﹤0.01%
25,110
+4,861
1502
$2.34M ﹤0.01%
38,488
-23,185
1503
$2.33M ﹤0.01%
23,107
-95
1504
$2.32M ﹤0.01%
24,524
+2,563
1505
$2.31M ﹤0.01%
84,601
+269
1506
$2.31M ﹤0.01%
143,000
1507
$2.31M ﹤0.01%
53,063
+14,872
1508
$2.3M ﹤0.01%
116,302
+58,245
1509
$2.3M ﹤0.01%
87,703
+24,359
1510
$2.3M ﹤0.01%
16,575
+100
1511
$2.29M ﹤0.01%
45,341
+1,600
1512
$2.29M ﹤0.01%
12,452
-7,149
1513
$2.28M ﹤0.01%
13,878
+132
1514
$2.27M ﹤0.01%
34,968
-2,092
1515
$2.27M ﹤0.01%
66,470
+23,825
1516
$2.27M ﹤0.01%
+36,166
1517
$2.27M ﹤0.01%
265,855
+116,065
1518
$2.26M ﹤0.01%
31,875
+26,568
1519
$2.26M ﹤0.01%
29,951
-133
1520
$2.25M ﹤0.01%
11,290
-454
1521
$2.25M ﹤0.01%
239,258
-2,911
1522
$2.25M ﹤0.01%
20,225
+332
1523
$2.25M ﹤0.01%
25,703
-1,110
1524
$2.24M ﹤0.01%
37,654
-4,425
1525
$2.24M ﹤0.01%
101,169
-71,210
59 60
61
62 63