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
201
$66.3M 0.1%
173,765
+15,872
202
$65.7M 0.1%
521,260
+14,599
203
$65.3M 0.1%
824,232
-3,228
204
$65.2M 0.1%
2,457,437
+336,179
205
$65M 0.1%
860,120
+124,327
206
$64.8M 0.1%
1,359,210
-750,340
207
$64.1M 0.1%
121,028
-12,002
208
$64M 0.1%
628,970
-299,181
209
$63.3M 0.09%
212,270
+11,887
210
$63.1M 0.09%
205,369
+3,369
211
$62.9M 0.09%
699,644
-415
212
$62.6M 0.09%
763,279
-54,726
213
$61.9M 0.09%
1,235,240
+167,710
214
$61.2M 0.09%
1,090,227
-12,832
215
$61M 0.09%
709,848
-12,500
216
$60.9M 0.09%
967,075
-217,117
217
$59.1M 0.09%
1,889,904
+61,374
218
$59M 0.09%
1,378,754
+24,352
219
$58.9M 0.09%
308,530
-28,972
220
$58.4M 0.09%
2,248,006
+266,776
221
$57.9M 0.09%
408,937
+22,224
222
$57.8M 0.09%
138
223
$57.5M 0.09%
743,043
+35,415
224
$57.4M 0.09%
351,245
+24,931
225
$56.8M 0.09%
938,295
-269,293
7 8
9
10 11