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
2801
$348K ﹤0.01%
3,833
+84
2802
$347K ﹤0.01%
+5,677
2803
$346K ﹤0.01%
18,989
+8,191
2804
$346K ﹤0.01%
18,654
+2,650
2805
$346K ﹤0.01%
+17,550
2806
$345K ﹤0.01%
8,248
+459
2807
$343K ﹤0.01%
4,386
+968
2808
$343K ﹤0.01%
+19,566
2809
$343K ﹤0.01%
8,701
+1,011
2810
$342K ﹤0.01%
18,360
2811
$342K ﹤0.01%
5,812
-13,016
2812
$342K ﹤0.01%
5,592
+57
2813
$340K ﹤0.01%
6,054
-879
2814
$340K ﹤0.01%
12,130
+1,738
2815
$340K ﹤0.01%
73,100
+45,000
2816
$340K ﹤0.01%
30,000
-90,000
2817
$339K ﹤0.01%
38,780
-1,088
2818
$338K ﹤0.01%
25,622
-1,600
2819
$338K ﹤0.01%
15,842
-447
2820
$338K ﹤0.01%
708
-151
2821
$337K ﹤0.01%
15,938
-10,581
2822
$337K ﹤0.01%
6,983
-859
2823
$336K ﹤0.01%
15,135
2824
$336K ﹤0.01%
2,157
-627
2825
$336K ﹤0.01%
1,075
-171
111 112
113
114 115