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
2901
$298K ﹤0.01%
5,326
2902
$298K ﹤0.01%
5,930
+1,830
2903
$297K ﹤0.01%
3,000
2904
$296K ﹤0.01%
10,574
-2,172
2905
$296K ﹤0.01%
4,851
+195
2906
$296K ﹤0.01%
+6,941
2907
$295K ﹤0.01%
33,164
-24,575
2908
$294K ﹤0.01%
3,884
+468
2909
$294K ﹤0.01%
18,687
+642
2910
$294K ﹤0.01%
+13,413
2911
$294K ﹤0.01%
9,671
-427
2912
$294K ﹤0.01%
2,866
+351
2913
$293K ﹤0.01%
8,141
-2,870
2914
$293K ﹤0.01%
6,337
-963
2915
$292K ﹤0.01%
32,267
-57,050
2916
$291K ﹤0.01%
14,207
+33
2917
$290K ﹤0.01%
19,953
+3,027
2918
$289K ﹤0.01%
3,291
+841
2919
$289K ﹤0.01%
4,661
+680
2920
$289K ﹤0.01%
3,027
-589
2921
$288K ﹤0.01%
16,834
+6,755
2922
$288K ﹤0.01%
24,474
+181
2923
$288K ﹤0.01%
12,419
2924
$288K ﹤0.01%
+23,554
2925
$287K ﹤0.01%
14,575
-82,925
115 116
117
118 119