Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.93B 2.89%
7,136,803
+170,647
2
$1.91B 2.86%
13,956,999
+217,624
3
$1.21B 1.81%
7,022,860
+238,620
4
$993M 1.49%
2,319,676
+33,995
5
$836M 1.25%
6,847,880
+163,960
6
$799M 1.2%
3,415,422
+95,314
7
$743M 1.11%
1,855,665
-17,183
8
$729M 1.09%
2,287,451
+36,441
9
$655M 0.98%
4,209,236
+61,581
10
$601M 0.9%
8,027,359
+285,653
11
$596M 0.89%
1,513,483
+37,776
12
$583M 0.87%
2,000,485
+60,751
13
$551M 0.82%
3,343,527
+91,680
14
$546M 0.82%
1,381,067
+19,715
15
$543M 0.81%
3,090,441
+121,902
16
$535M 0.8%
1,539,157
+52,143
17
$521M 0.78%
3,515,468
+114,581
18
$507M 0.76%
6,515,556
-298,089
19
$485M 0.73%
5,868,630
+619,973
20
$479M 0.72%
23,933,800
+958,360
21
$464M 0.69%
4,696,655
+713,345
22
$456M 0.68%
3,377,584
+104,533
23
$453M 0.68%
1,538,097
+6,458
24
$446M 0.67%
3,557,620
+96,960
25
$443M 0.66%
11,300,689
+476,248
1
2 3 4 5