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
2601
$485K ﹤0.01%
+26,215
2602
$485K ﹤0.01%
11,678
+2,188
2603
$484K ﹤0.01%
22,005
+14,736
2604
$482K ﹤0.01%
6,094
-1
2605
$482K ﹤0.01%
2,769
-9,571
2606
$481K ﹤0.01%
9,928
-327
2607
$480K ﹤0.01%
13,560
+5,727
2608
$479K ﹤0.01%
6,844
+1
2609
$479K ﹤0.01%
10,601
-11,565
2610
$479K ﹤0.01%
33,670
+23,226
2611
$477K ﹤0.01%
25,000
2612
$477K ﹤0.01%
12,381
-1,438
2613
$476K ﹤0.01%
3,977
-147
2614
$474K ﹤0.01%
5,611
-17,308
2615
$473K ﹤0.01%
20,391
-3,149
2616
$472K ﹤0.01%
15,499
+246
2617
$470K ﹤0.01%
36,462
-3,725
2618
$469K ﹤0.01%
15,435
+2,673
2619
$468K ﹤0.01%
13,176
-124
2620
$467K ﹤0.01%
29,044
+6,240
2621
$467K ﹤0.01%
12,413
-2,535
2622
$466K ﹤0.01%
11,167
+4,819
2623
$465K ﹤0.01%
594
-55
2624
$464K ﹤0.01%
+18,324
2625
$464K ﹤0.01%
26,357
+383
103 104
105
106 107