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
1776
$1.57M ﹤0.01%
25,936
+12,785
1777
$1.57M ﹤0.01%
73,352
-1,552
1778
$1.57M ﹤0.01%
51,022
+813
1779
$1.56M ﹤0.01%
10,135
-8,505
1780
$1.56M ﹤0.01%
25,807
+3,281
1781
$1.56M ﹤0.01%
95,757
-3,866
1782
$1.56M ﹤0.01%
65,639
-755
1783
$1.56M ﹤0.01%
50,141
+787
1784
$1.56M ﹤0.01%
34,874
+20,656
1785
$1.55M ﹤0.01%
30,793
+4,949
1786
$1.55M ﹤0.01%
72,475
-151
1787
$1.55M ﹤0.01%
62,873
+1,010
1788
$1.55M ﹤0.01%
58,726
-360
1789
$1.55M ﹤0.01%
27,691
+3,142
1790
$1.54M ﹤0.01%
17,540
+1,172
1791
$1.54M ﹤0.01%
59,041
+1,725
1792
$1.54M ﹤0.01%
38,946
-785
1793
$1.54M ﹤0.01%
43,429
+709
1794
$1.54M ﹤0.01%
16,978
+803
1795
$1.54M ﹤0.01%
+107,529
1796
$1.53M ﹤0.01%
33,715
+2,663
1797
$1.53M ﹤0.01%
48,965
-14,686
1798
$1.53M ﹤0.01%
40,693
+1,056
1799
$1.53M ﹤0.01%
20,528
-1,286
1800
$1.52M ﹤0.01%
16,068
-6,190
70 71
72
73 74