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
2926
$287K ﹤0.01%
4,809
-2,008
2927
$286K ﹤0.01%
+7,394
2928
$286K ﹤0.01%
4,249
+98
2929
$286K ﹤0.01%
6,955
+1,606
2930
$285K ﹤0.01%
7,116
+385
2931
$285K ﹤0.01%
+5,498
2932
$285K ﹤0.01%
5,355
-65
2933
$284K ﹤0.01%
5,326
-733
2934
$284K ﹤0.01%
2,795
+279
2935
$283K ﹤0.01%
9,434
-2,099
2936
$283K ﹤0.01%
18,100
-4,300
2937
$282K ﹤0.01%
+8,377
2938
$282K ﹤0.01%
18,725
+1,680
2939
$282K ﹤0.01%
18,004
+7,645
2940
$281K ﹤0.01%
8,784
2941
$280K ﹤0.01%
18,107
-7,833
2942
$280K ﹤0.01%
29,678
-11,481
2943
$280K ﹤0.01%
45,800
+17,000
2944
$279K ﹤0.01%
13,979
+3,138
2945
$279K ﹤0.01%
+9,624
2946
$278K ﹤0.01%
32,563
+7,025
2947
$278K ﹤0.01%
7,937
-651
2948
$277K ﹤0.01%
4,495
+306
2949
$277K ﹤0.01%
+18,438
2950
$277K ﹤0.01%
2,484
-2,614
116 117
118
119 120