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
1601
$2.04M ﹤0.01%
20,809
+928
1602
$2.03M ﹤0.01%
31,518
-93
1603
$2.03M ﹤0.01%
37,988
+2,970
1604
$2.03M ﹤0.01%
38,770
+32,883
1605
$2.03M ﹤0.01%
60,913
+23,944
1606
$2.02M ﹤0.01%
44,752
+1,024
1607
$2.02M ﹤0.01%
55,433
-10,565
1608
$2.01M ﹤0.01%
79,809
-101,187
1609
$2.01M ﹤0.01%
35,205
+2,626
1610
$2.01M ﹤0.01%
36,219
+1,690
1611
$2.01M ﹤0.01%
33,186
-55,251
1612
$2M ﹤0.01%
78,116
-102,023
1613
$2M ﹤0.01%
129,580
+64,610
1614
$2M ﹤0.01%
17,225
+3,807
1615
$2M ﹤0.01%
24,989
+20,526
1616
$1.99M ﹤0.01%
77,000
1617
$1.99M ﹤0.01%
126,956
-5,660
1618
$1.98M ﹤0.01%
78,200
-2,788
1619
$1.98M ﹤0.01%
113,795
+1,638
1620
$1.98M ﹤0.01%
55,647
+966
1621
$1.98M ﹤0.01%
8,923
+858
1622
$1.97M ﹤0.01%
47,286
+35,986
1623
$1.97M ﹤0.01%
38,131
+27,239
1624
$1.97M ﹤0.01%
21,527
-146
1625
$1.96M ﹤0.01%
140,738
+105,671
63 64
65
66 67