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
2951
$277K ﹤0.01%
+11,902
2952
$277K ﹤0.01%
7,821
+368
2953
$277K ﹤0.01%
19,600
+1,190
2954
$276K ﹤0.01%
+3,560
2955
$275K ﹤0.01%
2,326
+115
2956
$275K ﹤0.01%
+16,700
2957
$275K ﹤0.01%
9,347
+892
2958
$275K ﹤0.01%
21,850
-6,319
2959
$274K ﹤0.01%
16,686
+1,670
2960
$274K ﹤0.01%
13,291
+1,797
2961
$274K ﹤0.01%
+23,232
2962
$274K ﹤0.01%
+1,193
2963
$273K ﹤0.01%
23,450
-1,400
2964
$272K ﹤0.01%
14,831
-590
2965
$272K ﹤0.01%
4,000
-11,035
2966
$271K ﹤0.01%
+44,221
2967
$271K ﹤0.01%
26,734
+908
2968
$270K ﹤0.01%
+14,650
2969
$270K ﹤0.01%
19,380
-3,670
2970
$268K ﹤0.01%
11,058
2971
$268K ﹤0.01%
5,729
+432
2972
$268K ﹤0.01%
+2,538
2973
$267K ﹤0.01%
9,826
+269
2974
$266K ﹤0.01%
+14,286
2975
$266K ﹤0.01%
+7,100
117 118
119
120 121