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
3026
$245K ﹤0.01%
2,662
-89
3027
$245K ﹤0.01%
30,176
-128
3028
$244K ﹤0.01%
+4,341
3029
$244K ﹤0.01%
22,237
+7
3030
$244K ﹤0.01%
2,600
+105
3031
$244K ﹤0.01%
7,313
+20
3032
$244K ﹤0.01%
+7,410
3033
$242K ﹤0.01%
+12,912
3034
$242K ﹤0.01%
9,395
-1,078
3035
$242K ﹤0.01%
+8,726
3036
$242K ﹤0.01%
+6,239
3037
$241K ﹤0.01%
+2,091
3038
$241K ﹤0.01%
15,047
3039
$240K ﹤0.01%
1,238
-586
3040
$240K ﹤0.01%
4,652
-162
3041
$240K ﹤0.01%
23,105
+7,460
3042
$239K ﹤0.01%
+6,731
3043
$239K ﹤0.01%
1,974
-10
3044
$238K ﹤0.01%
5,218
-3,843
3045
$237K ﹤0.01%
2,845
-15
3046
$237K ﹤0.01%
+5,017
3047
$236K ﹤0.01%
15,593
-2,985
3048
$236K ﹤0.01%
5,766
+186
3049
$235K ﹤0.01%
+3,255
3050
$234K ﹤0.01%
+4,298
120 121
122
123 124