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
2851
$324K ﹤0.01%
6,833
-42
2852
$324K ﹤0.01%
17,993
+5,159
2853
$323K ﹤0.01%
+6,610
2854
$323K ﹤0.01%
6,327
-3,062
2855
$323K ﹤0.01%
4,724
+14
2856
$322K ﹤0.01%
23,658
+1,209
2857
$320K ﹤0.01%
17,191
+5,405
2858
$320K ﹤0.01%
18,648
+6,780
2859
$320K ﹤0.01%
12,083
+131
2860
$319K ﹤0.01%
11,560
-305
2861
$319K ﹤0.01%
3,301
+24
2862
$318K ﹤0.01%
5,440
-5
2863
$318K ﹤0.01%
12,318
2864
$318K ﹤0.01%
3,746
-340
2865
$317K ﹤0.01%
45,614
+7,851
2866
$317K ﹤0.01%
+4,553
2867
$317K ﹤0.01%
8,335
-281
2868
$317K ﹤0.01%
15,336
2869
$316K ﹤0.01%
2,336
-339
2870
$316K ﹤0.01%
23,186
-2,557
2871
$316K ﹤0.01%
2,992
-1,580
2872
$314K ﹤0.01%
14,526
+252
2873
$313K ﹤0.01%
20,436
-2,358
2874
$313K ﹤0.01%
20,394
+605
2875
$312K ﹤0.01%
8,606
+346
113 114
115
116 117