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
1626
$1.96M ﹤0.01%
20,089
-967
1627
$1.96M ﹤0.01%
23,016
-4,392
1628
$1.94M ﹤0.01%
155,350
-2,045
1629
$1.93M ﹤0.01%
84,158
+35,999
1630
$1.93M ﹤0.01%
77,433
+2,810
1631
$1.93M ﹤0.01%
11,821
+3,158
1632
$1.93M ﹤0.01%
31,930
+6,740
1633
$1.91M ﹤0.01%
69,195
-5,191
1634
$1.91M ﹤0.01%
283,473
+46,799
1635
$1.91M ﹤0.01%
144,062
+38,848
1636
$1.9M ﹤0.01%
29,885
+5,521
1637
$1.9M ﹤0.01%
22,936
+376
1638
$1.9M ﹤0.01%
220,981
-1,988
1639
$1.9M ﹤0.01%
61,748
+413
1640
$1.9M ﹤0.01%
303,663
+13,911
1641
$1.9M ﹤0.01%
19,523
+8,364
1642
$1.9M ﹤0.01%
31,558
+2,693
1643
$1.9M ﹤0.01%
+80,946
1644
$1.9M ﹤0.01%
2,060
+373
1645
$1.89M ﹤0.01%
39,986
-6,014
1646
$1.89M ﹤0.01%
61,268
+19,463
1647
$1.89M ﹤0.01%
65,000
1648
$1.88M ﹤0.01%
219,555
+55,385
1649
$1.88M ﹤0.01%
18,289
-123
1650
$1.88M ﹤0.01%
44,217
-38
64 65
66
67 68