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
2551
$526K ﹤0.01%
20,031
+707
2552
$526K ﹤0.01%
30,270
+102
2553
$525K ﹤0.01%
7,083
+1,857
2554
$525K ﹤0.01%
5,166
+10
2555
$524K ﹤0.01%
45,465
2556
$523K ﹤0.01%
12,979
-6,424
2557
$520K ﹤0.01%
34,462
-883
2558
$520K ﹤0.01%
4,433
-130
2559
$520K ﹤0.01%
27,716
+449
2560
$520K ﹤0.01%
+28,490
2561
$519K ﹤0.01%
64,517
+3,834
2562
$519K ﹤0.01%
2,936
+758
2563
$519K ﹤0.01%
+9,211
2564
$517K ﹤0.01%
+11,926
2565
$517K ﹤0.01%
+7,810
2566
$516K ﹤0.01%
5,268
+2,826
2567
$516K ﹤0.01%
16,381
+3,783
2568
$516K ﹤0.01%
7,494
-7,854
2569
$515K ﹤0.01%
22,052
+453
2570
$512K ﹤0.01%
737
+165
2571
$511K ﹤0.01%
13,915
-3,400
2572
$510K ﹤0.01%
+16,755
2573
$508K ﹤0.01%
2,597
-2,177
2574
$507K ﹤0.01%
+14,865
2575
$507K ﹤0.01%
36,145
-3,971
101 102
103
104 105