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
3076
$224K ﹤0.01%
2,434
+29
3077
$224K ﹤0.01%
15,000
+4,200
3078
$223K ﹤0.01%
+4,612
3079
$223K ﹤0.01%
16,561
+728
3080
$223K ﹤0.01%
3,568
+20
3081
$223K ﹤0.01%
+3,467
3082
$223K ﹤0.01%
3,302
+782
3083
$222K ﹤0.01%
+3,641
3084
$222K ﹤0.01%
7,294
-15
3085
$222K ﹤0.01%
2,600
3086
$222K ﹤0.01%
+1,710
3087
$222K ﹤0.01%
+2,570
3088
$222K ﹤0.01%
11,322
-16,693
3089
$222K ﹤0.01%
14,964
+4,524
3090
$222K ﹤0.01%
+6,827
3091
$221K ﹤0.01%
+5,419
3092
$221K ﹤0.01%
15,652
-3,223
3093
$220K ﹤0.01%
+7,650
3094
$220K ﹤0.01%
+264
3095
$219K ﹤0.01%
+7,774
3096
$219K ﹤0.01%
19,927
-1,730
3097
$218K ﹤0.01%
11,689
+339
3098
$218K ﹤0.01%
+6,791
3099
$218K ﹤0.01%
5,321
-55
3100
$218K ﹤0.01%
1,500
-3,000
122 123
124
125 126