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
151
$104M 0.16%
438,740
+6,234
152
$103M 0.15%
699,668
+139,855
153
$103M 0.15%
1,001,867
+69,185
154
$97.7M 0.15%
425,822
+12,755
155
$96.3M 0.14%
424,977
+29,526
156
$94.7M 0.14%
350,598
-8,009
157
$93.9M 0.14%
1,290,302
+175,799
158
$93.9M 0.14%
781,606
-2,050
159
$92.6M 0.14%
531,437
+25,253
160
$92.1M 0.14%
319,991
-1,347
161
$91.2M 0.14%
351,206
+7,479
162
$91M 0.14%
1,314,124
+163,922
163
$90.3M 0.14%
382,218
-5,278
164
$88.6M 0.13%
1,134,289
+158,893
165
$88.3M 0.13%
908,534
-8,345
166
$87.6M 0.13%
321,639
+22,725
167
$86M 0.13%
1,898,033
+123,190
168
$85.8M 0.13%
403,583
+34,113
169
$85.1M 0.13%
211,836
+1,969
170
$84.3M 0.13%
799,272
+7,001
171
$84.3M 0.13%
439,535
-5,471
172
$84.2M 0.13%
709,185
+51,245
173
$84.2M 0.13%
238,581
+6,775
174
$82.5M 0.12%
962,002
+77,141
175
$82M 0.12%
928,573
+63,800
5 6
7
8 9