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
1751
$1.62M ﹤0.01%
32,015
-478
1752
$1.62M ﹤0.01%
71,036
+1,336
1753
$1.61M ﹤0.01%
36,470
-81,564
1754
$1.61M ﹤0.01%
88,502
-4,432
1755
$1.61M ﹤0.01%
32,657
+69
1756
$1.61M ﹤0.01%
25,301
-4,919
1757
$1.61M ﹤0.01%
52,838
+58
1758
$1.61M ﹤0.01%
24,068
-416
1759
$1.6M ﹤0.01%
+129,100
1760
$1.6M ﹤0.01%
37,525
+358
1761
$1.6M ﹤0.01%
71,339
-5,225
1762
$1.6M ﹤0.01%
71,038
-7,043
1763
$1.59M ﹤0.01%
8,186
+751
1764
$1.59M ﹤0.01%
75,015
-1,505
1765
$1.59M ﹤0.01%
9,084
-1,712
1766
$1.59M ﹤0.01%
83,943
+50,103
1767
$1.59M ﹤0.01%
180,216
+9,459
1768
$1.59M ﹤0.01%
20,534
+6,794
1769
$1.59M ﹤0.01%
26,697
+1,846
1770
$1.58M ﹤0.01%
29,508
+355
1771
$1.58M ﹤0.01%
158,707
+1,324
1772
$1.58M ﹤0.01%
144,371
-488
1773
$1.58M ﹤0.01%
68,513
-24,020
1774
$1.58M ﹤0.01%
83,785
-1,695
1775
$1.58M ﹤0.01%
9,366
-895
69 70
71
72 73