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
1926
$1.26M ﹤0.01%
46,265
+5,539
1927
$1.26M ﹤0.01%
26,708
-42
1928
$1.26M ﹤0.01%
4,909
+208
1929
$1.26M ﹤0.01%
2,444
-70
1930
$1.26M ﹤0.01%
76,756
+7,103
1931
$1.25M ﹤0.01%
+42,497
1932
$1.25M ﹤0.01%
68,031
+15,630
1933
$1.25M ﹤0.01%
36,521
-10,018
1934
$1.25M ﹤0.01%
113,663
-2,372
1935
$1.25M ﹤0.01%
109,201
+53,931
1936
$1.25M ﹤0.01%
25,126
+2,294
1937
$1.24M ﹤0.01%
9,608
+907
1938
$1.24M ﹤0.01%
15,314
+153
1939
$1.24M ﹤0.01%
24,017
+10,069
1940
$1.24M ﹤0.01%
22,842
1941
$1.23M ﹤0.01%
25,807
+10,147
1942
$1.23M ﹤0.01%
+68,423
1943
$1.22M ﹤0.01%
47,867
-15,863
1944
$1.22M ﹤0.01%
3,795
-3,738
1945
$1.22M ﹤0.01%
17,644
-1,882
1946
$1.22M ﹤0.01%
19,738
+2,586
1947
$1.22M ﹤0.01%
38,359
-25,489
1948
$1.22M ﹤0.01%
+119,318
1949
$1.21M ﹤0.01%
34,000
1950
$1.21M ﹤0.01%
39,549
-35,652
76 77
78
79 80