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
2501
$578K ﹤0.01%
17,925
+520
2502
$576K ﹤0.01%
49,133
+16,744
2503
$576K ﹤0.01%
17,689
+136
2504
$575K ﹤0.01%
7,611
+74
2505
$573K ﹤0.01%
9,525
-343
2506
$573K ﹤0.01%
85,000
2507
$571K ﹤0.01%
13,254
+112
2508
$570K ﹤0.01%
+15,335
2509
$566K ﹤0.01%
21,087
+2,552
2510
$565K ﹤0.01%
35,864
+3,250
2511
$565K ﹤0.01%
10,540
+389
2512
$565K ﹤0.01%
8,807
+379
2513
$565K ﹤0.01%
12,687
-1,594
2514
$564K ﹤0.01%
+7,344
2515
$561K ﹤0.01%
12,370
2516
$561K ﹤0.01%
21,829
+2,572
2517
$560K ﹤0.01%
25,389
-53,469
2518
$559K ﹤0.01%
35,358
+20,377
2519
$558K ﹤0.01%
8,802
+1,007
2520
$558K ﹤0.01%
21,769
-103,751
2521
$557K ﹤0.01%
7,623
-573
2522
$556K ﹤0.01%
22,531
+9,575
2523
$556K ﹤0.01%
21,048
-1,880
2524
$555K ﹤0.01%
84,315
-2,376
2525
$554K ﹤0.01%
13,803
+33
99 100
101
102 103