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
1951
$1.21M ﹤0.01%
+29,854
1952
$1.21M ﹤0.01%
15,577
+824
1953
$1.21M ﹤0.01%
5,767
+151
1954
$1.21M ﹤0.01%
8,307
+6
1955
$1.21M ﹤0.01%
+120,000
1956
$1.21M ﹤0.01%
+34,800
1957
$1.21M ﹤0.01%
291
+64
1958
$1.21M ﹤0.01%
82,883
+43,655
1959
$1.2M ﹤0.01%
46,956
-483
1960
$1.2M ﹤0.01%
23,391
+887
1961
$1.2M ﹤0.01%
60,884
-1,690
1962
$1.2M ﹤0.01%
39,411
-846
1963
$1.2M ﹤0.01%
10,403
+1,754
1964
$1.2M ﹤0.01%
+28,633
1965
$1.19M ﹤0.01%
23,061
+746
1966
$1.19M ﹤0.01%
159,997
+57,974
1967
$1.19M ﹤0.01%
17,954
-2,209
1968
$1.19M ﹤0.01%
3,469
-4,699
1969
$1.19M ﹤0.01%
60,381
-3,592
1970
$1.19M ﹤0.01%
78,259
-376
1971
$1.18M ﹤0.01%
44,065
+15,611
1972
$1.18M ﹤0.01%
+19,178
1973
$1.18M ﹤0.01%
48,217
1974
$1.18M ﹤0.01%
8,284
-11
1975
$1.17M ﹤0.01%
54,734
-5,912
77 78
79
80 81