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
3001
$257K ﹤0.01%
25,199
-10,615
3002
$256K ﹤0.01%
+2,283
3003
$256K ﹤0.01%
+11,624
3004
$256K ﹤0.01%
3,291
-228
3005
$255K ﹤0.01%
55,572
3006
$254K ﹤0.01%
4,193
+358
3007
$253K ﹤0.01%
8,925
+916
3008
$253K ﹤0.01%
+1,527
3009
$252K ﹤0.01%
15,436
-1,365
3010
$252K ﹤0.01%
25,787
-4,891
3011
$252K ﹤0.01%
5,499
-39,201
3012
$251K ﹤0.01%
+526
3013
$250K ﹤0.01%
3,737
-505
3014
$250K ﹤0.01%
23,097
-20,746
3015
$249K ﹤0.01%
+2,866
3016
$248K ﹤0.01%
1,833
3017
$248K ﹤0.01%
14,285
-1,140
3018
$248K ﹤0.01%
+23,574
3019
$247K ﹤0.01%
+11,070
3020
$247K ﹤0.01%
+2,030
3021
$246K ﹤0.01%
17,350
-1,000
3022
$245K ﹤0.01%
51,490
3023
$245K ﹤0.01%
1,370
-385
3024
$245K ﹤0.01%
+14,238
3025
$245K ﹤0.01%
11,149
-160
119 120
121
122 123