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
2776
$360K ﹤0.01%
4,796
+447
2777
$359K ﹤0.01%
7,891
2778
$359K ﹤0.01%
11,676
-5,248
2779
$359K ﹤0.01%
7,539
+1,786
2780
$359K ﹤0.01%
35,327
+4,321
2781
$358K ﹤0.01%
11,200
2782
$357K ﹤0.01%
9,330
-1,812
2783
$356K ﹤0.01%
+14,810
2784
$356K ﹤0.01%
+2,883
2785
$355K ﹤0.01%
15,255
-20,048
2786
$355K ﹤0.01%
35,862
-2,024
2787
$355K ﹤0.01%
+899
2788
$354K ﹤0.01%
9,134
+2,979
2789
$354K ﹤0.01%
6,426
-1,242
2790
$353K ﹤0.01%
8,012
+378
2791
$353K ﹤0.01%
21,081
-162,992
2792
$352K ﹤0.01%
5,228
+1,864
2793
$352K ﹤0.01%
7,519
+990
2794
$352K ﹤0.01%
19,486
-629
2795
$351K ﹤0.01%
24,284
-281
2796
$351K ﹤0.01%
6,347
+1,298
2797
$350K ﹤0.01%
3,887
2798
$350K ﹤0.01%
+8,872
2799
$350K ﹤0.01%
+15,452
2800
$349K ﹤0.01%
+46,650
110 111
112
113 114