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
1526
$2.24M ﹤0.01%
12,929
-1,412
1527
$2.24M ﹤0.01%
53,572
-307
1528
$2.24M ﹤0.01%
57,013
+7,554
1529
$2.24M ﹤0.01%
74,896
+26,720
1530
$2.23M ﹤0.01%
53,998
-2,028
1531
$2.23M ﹤0.01%
500,135
+46,504
1532
$2.23M ﹤0.01%
96,052
+5,576
1533
$2.23M ﹤0.01%
34,607
+16,197
1534
$2.23M ﹤0.01%
148,494
+50,575
1535
$2.23M ﹤0.01%
4,767
-71
1536
$2.23M ﹤0.01%
28,995
+1,297
1537
$2.22M ﹤0.01%
71,169
+27,423
1538
$2.21M ﹤0.01%
52,833
+42,517
1539
$2.21M ﹤0.01%
22,946
-20,257
1540
$2.21M ﹤0.01%
1,925
-81
1541
$2.2M ﹤0.01%
281,880
+254,853
1542
$2.19M ﹤0.01%
64,147
+615
1543
$2.18M ﹤0.01%
170,518
-1,027
1544
$2.18M ﹤0.01%
33,975
-369
1545
$2.18M ﹤0.01%
40,618
-219
1546
$2.18M ﹤0.01%
22,379
-292
1547
$2.18M ﹤0.01%
61,784
+46,542
1548
$2.17M ﹤0.01%
100,965
+9,714
1549
$2.17M ﹤0.01%
149,002
+16,365
1550
$2.17M ﹤0.01%
14,395
+1,046
60 61
62
63 64