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
2876
$312K ﹤0.01%
19,340
-14
2877
$311K ﹤0.01%
56,637
+1,927
2878
$311K ﹤0.01%
19,588
2879
$311K ﹤0.01%
+8,335
2880
$310K ﹤0.01%
14,989
-2,974
2881
$310K ﹤0.01%
+3,811
2882
$310K ﹤0.01%
17,906
+797
2883
$309K ﹤0.01%
11,400
+2,198
2884
$309K ﹤0.01%
6,917
+526
2885
$308K ﹤0.01%
13,713
-56
2886
$308K ﹤0.01%
+16,064
2887
$307K ﹤0.01%
19,182
-180
2888
$307K ﹤0.01%
+4,139
2889
$306K ﹤0.01%
+12,495
2890
$306K ﹤0.01%
9,853
+1,358
2891
$305K ﹤0.01%
5,100
-1,199
2892
$305K ﹤0.01%
23,829
-6,312
2893
$304K ﹤0.01%
11,684
-1,000
2894
$303K ﹤0.01%
+6,383
2895
$302K ﹤0.01%
+6,840
2896
$302K ﹤0.01%
23,700
+9,900
2897
$300K ﹤0.01%
5,068
-1,094
2898
$300K ﹤0.01%
8,224
+27
2899
$299K ﹤0.01%
+10,247
2900
$299K ﹤0.01%
4,620
+428
114 115
116
117 118