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
2676
$422K ﹤0.01%
40,418
+2,054
2677
$422K ﹤0.01%
9,378
-4,929
2678
$421K ﹤0.01%
6,204
+1,809
2679
$421K ﹤0.01%
3,588
-200
2680
$421K ﹤0.01%
12,757
+507
2681
$420K ﹤0.01%
14,058
+5,448
2682
$420K ﹤0.01%
6,723
-5,298
2683
$420K ﹤0.01%
103,244
-397
2684
$419K ﹤0.01%
15,502
+6,132
2685
$418K ﹤0.01%
4,937
+152
2686
$418K ﹤0.01%
3,223
+469
2687
$418K ﹤0.01%
5,465
+170
2688
$417K ﹤0.01%
+16,985
2689
$417K ﹤0.01%
14,222
2690
$416K ﹤0.01%
10,359
+6,823
2691
$415K ﹤0.01%
8,004
-4,902
2692
$415K ﹤0.01%
16,711
+2,310
2693
$413K ﹤0.01%
7,744
-495
2694
$413K ﹤0.01%
5,139
-105
2695
$412K ﹤0.01%
7,725
2696
$412K ﹤0.01%
9,050
-409
2697
$411K ﹤0.01%
26,685
2698
$411K ﹤0.01%
23,226
+1,234
2699
$410K ﹤0.01%
27,895
+2,945
2700
$408K ﹤0.01%
26,187
+9,662
106 107
108
109 110