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
2001
$1.13M ﹤0.01%
62,565
+5,708
2002
$1.13M ﹤0.01%
9,940
-241
2003
$1.13M ﹤0.01%
24,388
-1,276
2004
$1.13M ﹤0.01%
16,527
+427
2005
$1.13M ﹤0.01%
23,313
+3,379
2006
$1.13M ﹤0.01%
24,672
+7,091
2007
$1.13M ﹤0.01%
74,678
-11,775
2008
$1.13M ﹤0.01%
47,760
-812
2009
$1.13M ﹤0.01%
24,704
-1,405
2010
$1.13M ﹤0.01%
20,668
+3,014
2011
$1.12M ﹤0.01%
48,985
2012
$1.12M ﹤0.01%
18,754
+3,754
2013
$1.12M ﹤0.01%
+69,915
2014
$1.12M ﹤0.01%
67,374
-108,290
2015
$1.12M ﹤0.01%
72,624
+1,231
2016
$1.12M ﹤0.01%
14,883
-3,844
2017
$1.12M ﹤0.01%
35,610
+5,124
2018
$1.11M ﹤0.01%
27,102
-4,375
2019
$1.11M ﹤0.01%
22,840
+233
2020
$1.11M ﹤0.01%
52,986
-516
2021
$1.1M ﹤0.01%
34,365
+950
2022
$1.1M ﹤0.01%
6,224
+251
2023
$1.1M ﹤0.01%
16,445
-4,260
2024
$1.09M ﹤0.01%
20,663
2025
$1.09M ﹤0.01%
41,979
+8,964
79 80
81
82 83