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
176
$81.3M 0.12%
1,941,164
+70,712
177
$81M 0.12%
497,225
+13,633
178
$80.5M 0.12%
790,108
-52,054
179
$78.6M 0.12%
456,405
-1,451
180
$77.7M 0.12%
281,180
+27,231
181
$77.1M 0.12%
345,921
+14,233
182
$77M 0.12%
2,098,887
+65,219
183
$76.9M 0.12%
263,499
+14,310
184
$76.8M 0.11%
1,312,380
+55,048
185
$76.8M 0.11%
95,628
+6,243
186
$75.8M 0.11%
926,997
-447,188
187
$75.8M 0.11%
1,266,594
+115,879
188
$74.4M 0.11%
375,656
+15,497
189
$74.2M 0.11%
1,796,465
+77,949
190
$73M 0.11%
1,278,646
+49,300
191
$72.9M 0.11%
1,231,397
+622,495
192
$72.8M 0.11%
440,840
-9,022
193
$71.2M 0.11%
2,949,358
+47,539
194
$71.2M 0.11%
555,913
+50,140
195
$71M 0.11%
381,224
-37,232
196
$71M 0.11%
1,486,623
+118,863
197
$68M 0.1%
666,764
+49,083
198
$67.6M 0.1%
269,184
+16,421
199
$67.1M 0.1%
97,184
-3,495
200
$66.9M 0.1%
2,436,019
+22,971
6 7
8
9 10