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
3051
$234K ﹤0.01%
+1,967
3052
$233K ﹤0.01%
7,753
3053
$233K ﹤0.01%
+22,611
3054
$232K ﹤0.01%
3,773
+28
3055
$232K ﹤0.01%
2,559
-972
3056
$231K ﹤0.01%
+10,924
3057
$231K ﹤0.01%
3,100
-15,730
3058
$231K ﹤0.01%
3,149
+207
3059
$231K ﹤0.01%
+10,658
3060
$231K ﹤0.01%
2,247
+23
3061
$230K ﹤0.01%
31,696
3062
$229K ﹤0.01%
4,025
-163
3063
$229K ﹤0.01%
+14,044
3064
$228K ﹤0.01%
4,044
-595
3065
$227K ﹤0.01%
+48,750
3066
$227K ﹤0.01%
8,533
3067
$226K ﹤0.01%
+10,273
3068
$226K ﹤0.01%
+3,119
3069
$226K ﹤0.01%
4,385
3070
$226K ﹤0.01%
2,740
3071
$226K ﹤0.01%
+5,843
3072
$226K ﹤0.01%
26,048
-22,870
3073
$225K ﹤0.01%
+7,800
3074
$225K ﹤0.01%
13,689
-2,482
3075
$224K ﹤0.01%
8,600
-18,702
121 122
123
124 125