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
2476
$598K ﹤0.01%
15,853
+1,265
2477
$596K ﹤0.01%
24,331
-13,173
2478
$596K ﹤0.01%
45,325
2479
$595K ﹤0.01%
8,550
2480
$593K ﹤0.01%
12,180
-21
2481
$592K ﹤0.01%
28,404
-15,596
2482
$592K ﹤0.01%
12,919
-1,769
2483
$592K ﹤0.01%
64,799
+28,500
2484
$590K ﹤0.01%
14,338
+1,353
2485
$589K ﹤0.01%
7,800
-3,276
2486
$587K ﹤0.01%
21,643
-3,519
2487
$587K ﹤0.01%
7,344
+2,112
2488
$587K ﹤0.01%
15,345
+514
2489
$587K ﹤0.01%
5,662
+1,154
2490
$586K ﹤0.01%
18,316
+864
2491
$585K ﹤0.01%
12,975
+1,578
2492
$585K ﹤0.01%
15,792
-2,954
2493
$585K ﹤0.01%
14,031
-789
2494
$585K ﹤0.01%
11,947
-1,807
2495
$583K ﹤0.01%
15,600
+5
2496
$581K ﹤0.01%
18,722
+337
2497
$580K ﹤0.01%
12,682
+498
2498
$580K ﹤0.01%
84,006
-4,475
2499
$579K ﹤0.01%
63,786
-6,243
2500
$579K ﹤0.01%
13,028
+627
98 99
100
101 102