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
2651
$443K ﹤0.01%
1,530
-6,109
2652
$443K ﹤0.01%
28,730
+53
2653
$442K ﹤0.01%
26,315
+7,427
2654
$441K ﹤0.01%
27,949
+7,134
2655
$440K ﹤0.01%
10,399
+405
2656
$438K ﹤0.01%
28,235
-1,137
2657
$438K ﹤0.01%
7,755
+62
2658
$434K ﹤0.01%
19,790
-3,163
2659
$433K ﹤0.01%
+7,600
2660
$433K ﹤0.01%
93,014
+964
2661
$432K ﹤0.01%
27,273
-3,389
2662
$431K ﹤0.01%
15,439
+251
2663
$431K ﹤0.01%
13,212
-406
2664
$430K ﹤0.01%
2,444
-11
2665
$428K ﹤0.01%
21,636
-3,088
2666
$427K ﹤0.01%
17,700
2667
$427K ﹤0.01%
20,037
+3,708
2668
$426K ﹤0.01%
3,985
-1,041
2669
$425K ﹤0.01%
6,588
2670
$424K ﹤0.01%
+12,749
2671
$424K ﹤0.01%
35,463
-16,425
2672
$424K ﹤0.01%
31,038
+7,723
2673
$424K ﹤0.01%
44,944
+193
2674
$423K ﹤0.01%
8,481
+60
2675
$422K ﹤0.01%
43,214
-7,687
105 106
107
108 109