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
1676
$1.81M ﹤0.01%
27,893
+700
1677
$1.81M ﹤0.01%
48,581
+586
1678
$1.81M ﹤0.01%
18,077
-1,605
1679
$1.81M ﹤0.01%
5,802
+149
1680
$1.81M ﹤0.01%
20,056
+465
1681
$1.81M ﹤0.01%
113,520
+4,328
1682
$1.81M ﹤0.01%
105,727
+3,395
1683
$1.81M ﹤0.01%
11,234
-122
1684
$1.81M ﹤0.01%
183,448
+532
1685
$1.8M ﹤0.01%
43,703
-5,768
1686
$1.8M ﹤0.01%
66,977
-5,976
1687
$1.8M ﹤0.01%
22,491
+1,225
1688
$1.79M ﹤0.01%
9,150
+603
1689
$1.79M ﹤0.01%
11,757
+4,388
1690
$1.79M ﹤0.01%
33,722
+1,508
1691
$1.79M ﹤0.01%
92,971
+4,177
1692
$1.78M ﹤0.01%
81,395
+17,453
1693
$1.78M ﹤0.01%
356,838
-28,557
1694
$1.78M ﹤0.01%
33,759
+1,505
1695
$1.78M ﹤0.01%
23,018
+5,379
1696
$1.78M ﹤0.01%
10,367
+527
1697
$1.78M ﹤0.01%
16,612
-3,766
1698
$1.78M ﹤0.01%
62,501
+1,692
1699
$1.77M ﹤0.01%
64,041
+6,399
1700
$1.76M ﹤0.01%
26,557
-372
66 67
68
69 70