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
2526
$553K ﹤0.01%
20,440
+2,666
2527
$553K ﹤0.01%
141,345
-15,910
2528
$552K ﹤0.01%
+6,915
2529
$552K ﹤0.01%
18,293
-748
2530
$549K ﹤0.01%
7,851
-31,189
2531
$547K ﹤0.01%
1,075
+49
2532
$544K ﹤0.01%
11,541
+1,783
2533
$543K ﹤0.01%
56,290
-3,192
2534
$542K ﹤0.01%
12,699
+87
2535
$542K ﹤0.01%
12,773
-35,500
2536
$542K ﹤0.01%
5,681
-39
2537
$540K ﹤0.01%
14,105
-16,338
2538
$539K ﹤0.01%
16,468
+734
2539
$538K ﹤0.01%
11,402
+240
2540
$538K ﹤0.01%
27,811
+616
2541
$536K ﹤0.01%
16,705
-61
2542
$536K ﹤0.01%
35,444
-1,223
2543
$535K ﹤0.01%
4,594
-384
2544
$534K ﹤0.01%
3,463
+138
2545
$534K ﹤0.01%
17,351
+2,761
2546
$533K ﹤0.01%
+24,823
2547
$533K ﹤0.01%
97,802
-2,310
2548
$529K ﹤0.01%
+11,705
2549
$529K ﹤0.01%
31,609
+12,626
2550
$529K ﹤0.01%
6,841
-53,998
100 101
102
103 104