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
2701
$407K ﹤0.01%
6,414
-22,967
2702
$407K ﹤0.01%
3,571
2703
$405K ﹤0.01%
26,249
2704
$405K ﹤0.01%
12,691
-78
2705
$404K ﹤0.01%
7,370
+217
2706
$404K ﹤0.01%
+18,368
2707
$404K ﹤0.01%
4,863
-371
2708
$404K ﹤0.01%
4,746
+2,398
2709
$402K ﹤0.01%
13,187
+338
2710
$402K ﹤0.01%
25,606
+4
2711
$401K ﹤0.01%
10,543
+2,450
2712
$401K ﹤0.01%
13,698
-200
2713
$399K ﹤0.01%
10,975
+114
2714
$399K ﹤0.01%
10,077
+1,725
2715
$399K ﹤0.01%
40,000
2716
$399K ﹤0.01%
+20,092
2717
$398K ﹤0.01%
13,150
2718
$398K ﹤0.01%
25,575
-20,200
2719
$397K ﹤0.01%
+12,398
2720
$396K ﹤0.01%
4,841
2721
$396K ﹤0.01%
40,027
2722
$395K ﹤0.01%
9,208
+565
2723
$395K ﹤0.01%
48,829
-8,935
2724
$394K ﹤0.01%
13,128
-30
2725
$394K ﹤0.01%
+1,145
107 108
109
110 111