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
1851
$1.4M ﹤0.01%
16,306
-345
1852
$1.4M ﹤0.01%
56,104
+1,897
1853
$1.4M ﹤0.01%
55,620
+2,044
1854
$1.39M ﹤0.01%
85,450
+12,878
1855
$1.39M ﹤0.01%
76,155
-15,138
1856
$1.39M ﹤0.01%
2,235
+160
1857
$1.39M ﹤0.01%
89,366
+2,241
1858
$1.38M ﹤0.01%
59,266
-3,373
1859
$1.38M ﹤0.01%
18,525
+7,618
1860
$1.38M ﹤0.01%
49,430
+303
1861
$1.38M ﹤0.01%
53,000
1862
$1.37M ﹤0.01%
24,870
+13,780
1863
$1.37M ﹤0.01%
24,894
-2,865
1864
$1.37M ﹤0.01%
15,791
+547
1865
$1.36M ﹤0.01%
15,754
+993
1866
$1.36M ﹤0.01%
76,849
+22,339
1867
$1.36M ﹤0.01%
40,404
-443
1868
$1.36M ﹤0.01%
155,549
-3,007
1869
$1.36M ﹤0.01%
36,515
+626
1870
$1.35M ﹤0.01%
18,220
+1,017
1871
$1.35M ﹤0.01%
16,795
+2,787
1872
$1.35M ﹤0.01%
42,496
-235
1873
$1.35M ﹤0.01%
227,467
+2,649
1874
$1.34M ﹤0.01%
63,748
-53,273
1875
$1.34M ﹤0.01%
6,864
+458
73 74
75
76 77