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
2726
$393K ﹤0.01%
6,873
+376
2727
$393K ﹤0.01%
620
+22
2728
$391K ﹤0.01%
19,480
2729
$391K ﹤0.01%
5,976
-622
2730
$391K ﹤0.01%
4,362
+203
2731
$388K ﹤0.01%
31,302
+1,321
2732
$385K ﹤0.01%
5,308
-25,658
2733
$384K ﹤0.01%
15,846
-251
2734
$383K ﹤0.01%
3,374
-282
2735
$383K ﹤0.01%
27,878
-154
2736
$381K ﹤0.01%
52,800
+1,000
2737
$381K ﹤0.01%
3,386
-54
2738
$380K ﹤0.01%
4,501
+657
2739
$380K ﹤0.01%
5,202
+1,598
2740
$380K ﹤0.01%
10,287
-10,675
2741
$378K ﹤0.01%
12,882
-626
2742
$378K ﹤0.01%
1,432
-928
2743
$377K ﹤0.01%
10,153
+3,739
2744
$377K ﹤0.01%
20,552
-50
2745
$376K ﹤0.01%
8,362
-216
2746
$375K ﹤0.01%
25,650
+4,079
2747
$374K ﹤0.01%
2,006
+60
2748
$374K ﹤0.01%
4,015
-3,075
2749
$374K ﹤0.01%
81,589
+3,671
2750
$373K ﹤0.01%
7,400
-115
108 109
110
111 112