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
2976
$266K ﹤0.01%
7,308
-494
2977
$266K ﹤0.01%
1,672
-1,251
2978
$265K ﹤0.01%
9,250
2979
$265K ﹤0.01%
8,954
+254
2980
$264K ﹤0.01%
12,941
-43
2981
$264K ﹤0.01%
4,715
-14,965
2982
$263K ﹤0.01%
22,270
2983
$263K ﹤0.01%
4,309
2984
$263K ﹤0.01%
+14,174
2985
$261K ﹤0.01%
13,020
-45,745
2986
$260K ﹤0.01%
+5,581
2987
$260K ﹤0.01%
24,484
+4,082
2988
$260K ﹤0.01%
504
+20
2989
$259K ﹤0.01%
6,670
-123
2990
$259K ﹤0.01%
3,172
+436
2991
$259K ﹤0.01%
1,927
+7
2992
$258K ﹤0.01%
18,048
+1,160
2993
$258K ﹤0.01%
4,110
-2,124
2994
$258K ﹤0.01%
14,248
2995
$258K ﹤0.01%
6,359
+538
2996
$258K ﹤0.01%
32,500
+20,040
2997
$258K ﹤0.01%
+2,686
2998
$258K ﹤0.01%
+17,819
2999
$257K ﹤0.01%
+4,823
3000
$257K ﹤0.01%
18,721
-1,006
118 119
120
121 122