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
2826
$336K ﹤0.01%
28,778
+11,318
2827
$335K ﹤0.01%
7,893
+367
2828
$335K ﹤0.01%
12,087
+814
2829
$335K ﹤0.01%
85,569
+40,250
2830
$334K ﹤0.01%
5,512
-1,291
2831
$332K ﹤0.01%
9,627
-42,793
2832
$332K ﹤0.01%
5,142
2833
$332K ﹤0.01%
10,927
-14,383
2834
$331K ﹤0.01%
14,231
-2,849
2835
$331K ﹤0.01%
+4,271
2836
$331K ﹤0.01%
2,580
+802
2837
$331K ﹤0.01%
18,932
2838
$330K ﹤0.01%
6,774
+507
2839
$329K ﹤0.01%
59,363
+26,237
2840
$328K ﹤0.01%
26,209
2841
$328K ﹤0.01%
12,852
-74
2842
$328K ﹤0.01%
26,228
2843
$328K ﹤0.01%
2,588
-100
2844
$328K ﹤0.01%
+9,860
2845
$328K ﹤0.01%
21,744
+607
2846
$327K ﹤0.01%
2,369
-1,364
2847
$327K ﹤0.01%
1,035
-488
2848
$327K ﹤0.01%
7,681
2849
$326K ﹤0.01%
6,067
-2,925
2850
$326K ﹤0.01%
9,828
+2,056
112 113
114
115 116