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
1876
$1.34M ﹤0.01%
12,338
+3,234
1877
$1.34M ﹤0.01%
+7,117
1878
$1.34M ﹤0.01%
39,748
-3,856
1879
$1.34M ﹤0.01%
169,333
+304
1880
$1.34M ﹤0.01%
2,041
-120
1881
$1.33M ﹤0.01%
12,383
-295
1882
$1.33M ﹤0.01%
51,503
+13,297
1883
$1.33M ﹤0.01%
57,863
1884
$1.33M ﹤0.01%
22,079
+10,479
1885
$1.33M ﹤0.01%
343,110
+39,129
1886
$1.33M ﹤0.01%
21,523
+408
1887
$1.33M ﹤0.01%
34,048
+316
1888
$1.32M ﹤0.01%
120,965
+11,549
1889
$1.32M ﹤0.01%
+14,997
1890
$1.32M ﹤0.01%
61,418
+2,456
1891
$1.32M ﹤0.01%
46,591
+8,906
1892
$1.31M ﹤0.01%
36,286
-9,587
1893
$1.31M ﹤0.01%
5,753
-78
1894
$1.3M ﹤0.01%
81,539
-3,840
1895
$1.3M ﹤0.01%
18,437
+4,696
1896
$1.3M ﹤0.01%
21,032
+16,118
1897
$1.3M ﹤0.01%
37,281
-3,295
1898
$1.3M ﹤0.01%
18,082
-211
1899
$1.29M ﹤0.01%
44,987
-536
1900
$1.29M ﹤0.01%
219,123
-25,098
74 75
76
77 78