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
2576
$506K ﹤0.01%
5,095
+55
2577
$505K ﹤0.01%
66,658
-2,975
2578
$505K ﹤0.01%
9,274
+260
2579
$504K ﹤0.01%
34,246
+5,000
2580
$502K ﹤0.01%
+8,929
2581
$500K ﹤0.01%
6,174
+2,794
2582
$496K ﹤0.01%
109,677
+873
2583
$495K ﹤0.01%
9,771
-557
2584
$495K ﹤0.01%
+9,308
2585
$494K ﹤0.01%
17,362
-5,409
2586
$494K ﹤0.01%
13,355
+1,251
2587
$494K ﹤0.01%
31,544
+1,839
2588
$494K ﹤0.01%
11,167
+2,207
2589
$493K ﹤0.01%
+5,757
2590
$493K ﹤0.01%
9,924
+3,467
2591
$493K ﹤0.01%
18,759
-8,823
2592
$491K ﹤0.01%
55,184
+2,576
2593
$491K ﹤0.01%
9,959
-15,551
2594
$491K ﹤0.01%
14,316
-18
2595
$490K ﹤0.01%
4,319
-721
2596
$490K ﹤0.01%
17,930
-4,131
2597
$490K ﹤0.01%
2,913
-44
2598
$487K ﹤0.01%
18,935
-13,789
2599
$486K ﹤0.01%
5,774
+1,719
2600
$485K ﹤0.01%
24,248
-4,558
102 103
104
105 106