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
2751
$372K ﹤0.01%
9,858
+2,555
2752
$372K ﹤0.01%
6,425
+13
2753
$372K ﹤0.01%
1,925
-523
2754
$371K ﹤0.01%
9,210
+2,487
2755
$370K ﹤0.01%
12,340
+1,075
2756
$370K ﹤0.01%
23,036
+3,284
2757
$370K ﹤0.01%
15,735
+32
2758
$369K ﹤0.01%
6,071
-1
2759
$369K ﹤0.01%
26,542
+6,042
2760
$369K ﹤0.01%
+18,388
2761
$368K ﹤0.01%
13,883
-132
2762
$368K ﹤0.01%
27,126
+63
2763
$367K ﹤0.01%
19,032
+1,528
2764
$366K ﹤0.01%
18,893
+8,888
2765
$365K ﹤0.01%
11,595
-310
2766
$365K ﹤0.01%
22,400
+3,812
2767
$364K ﹤0.01%
7,200
2768
$363K ﹤0.01%
3,971
-124
2769
$363K ﹤0.01%
7,255
-186
2770
$362K ﹤0.01%
28,140
-3,650
2771
$362K ﹤0.01%
12,180
+84
2772
$361K ﹤0.01%
+2,560
2773
$361K ﹤0.01%
3,975
-4,156
2774
$361K ﹤0.01%
+23,137
2775
$361K ﹤0.01%
25,233
-1,549
109 110
111
112 113