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
1551
$2.17M ﹤0.01%
143,330
+119,678
1552
$2.17M ﹤0.01%
154,694
+3,514
1553
$2.17M ﹤0.01%
57,887
-1,155
1554
$2.16M ﹤0.01%
49,858
+845
1555
$2.16M ﹤0.01%
101,644
+5,387
1556
$2.16M ﹤0.01%
23,476
-39
1557
$2.15M ﹤0.01%
181,250
+11,584
1558
$2.15M ﹤0.01%
211,424
+68,576
1559
$2.15M ﹤0.01%
28,273
-3,117
1560
$2.14M ﹤0.01%
8,836
-7,377
1561
$2.14M ﹤0.01%
101,076
+15,548
1562
$2.14M ﹤0.01%
75,000
1563
$2.14M ﹤0.01%
23,278
-133
1564
$2.13M ﹤0.01%
24,924
-16,792
1565
$2.13M ﹤0.01%
20,003
+199
1566
$2.13M ﹤0.01%
253,712
+9,601
1567
$2.13M ﹤0.01%
89,748
+3,566
1568
$2.12M ﹤0.01%
58,208
-573
1569
$2.12M ﹤0.01%
62,687
-408
1570
$2.12M ﹤0.01%
69,878
+2,746
1571
$2.12M ﹤0.01%
82,227
+67,146
1572
$2.12M ﹤0.01%
29,892
+2,586
1573
$2.1M ﹤0.01%
21,133
-1,117
1574
$2.1M ﹤0.01%
29,306
-34,788
1575
$2.1M ﹤0.01%
29,792
+137
61 62
63
64 65