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
2626
$464K ﹤0.01%
20,361
+2,049
2627
$463K ﹤0.01%
24,785
-102,728
2628
$463K ﹤0.01%
8,911
+120
2629
$462K ﹤0.01%
23,034
+614
2630
$461K ﹤0.01%
2,463
-1,318
2631
$459K ﹤0.01%
13,934
+498
2632
$459K ﹤0.01%
29,082
-2,318
2633
$458K ﹤0.01%
7,263
-287
2634
$458K ﹤0.01%
23,132
+11
2635
$458K ﹤0.01%
22,573
-15,867
2636
$458K ﹤0.01%
7,461
-51
2637
$456K ﹤0.01%
19,711
+941
2638
$454K ﹤0.01%
19,372
+7,083
2639
$452K ﹤0.01%
46,106
-23,757
2640
$452K ﹤0.01%
19,895
+660
2641
$451K ﹤0.01%
21,680
+3,540
2642
$451K ﹤0.01%
49,521
-4,400
2643
$451K ﹤0.01%
+25,060
2644
$450K ﹤0.01%
4,640
-733
2645
$450K ﹤0.01%
13,176
-23
2646
$449K ﹤0.01%
+18,250
2647
$448K ﹤0.01%
14,379
+164
2648
$446K ﹤0.01%
10,715
-865
2649
$444K ﹤0.01%
5,674
+135
2650
$443K ﹤0.01%
+3,621
104 105
106
107 108