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
1976
$1.17M ﹤0.01%
100,225
+10,848
1977
$1.17M ﹤0.01%
64,403
-3,788
1978
$1.16M ﹤0.01%
29,265
+4,751
1979
$1.16M ﹤0.01%
26,653
+6,356
1980
$1.16M ﹤0.01%
83,978
-2,410
1981
$1.16M ﹤0.01%
20,807
+10,094
1982
$1.16M ﹤0.01%
50,194
+9,443
1983
$1.16M ﹤0.01%
109,732
+11,710
1984
$1.16M ﹤0.01%
135,244
-27,078
1985
$1.16M ﹤0.01%
100,454
-3,922
1986
$1.16M ﹤0.01%
+20,781
1987
$1.15M ﹤0.01%
9,588
-4,312
1988
$1.15M ﹤0.01%
9,191
+590
1989
$1.15M ﹤0.01%
16,208
+11,624
1990
$1.15M ﹤0.01%
18,579
+97
1991
$1.15M ﹤0.01%
39,632
+331
1992
$1.15M ﹤0.01%
+43,313
1993
$1.15M ﹤0.01%
23,578
+392
1994
$1.15M ﹤0.01%
13,488
+7,164
1995
$1.15M ﹤0.01%
26,836
-397
1996
$1.14M ﹤0.01%
23,172
-27
1997
$1.14M ﹤0.01%
6,377
+212
1998
$1.14M ﹤0.01%
+31,871
1999
$1.14M ﹤0.01%
+11,397
2000
$1.14M ﹤0.01%
26,322
+2,334
78 79
80
81 82