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
3101
$218K ﹤0.01%
21,374
-700
3102
$217K ﹤0.01%
+7,056
3103
$216K ﹤0.01%
10,781
+293
3104
$216K ﹤0.01%
14,625
-1,076
3105
$216K ﹤0.01%
15,139
+2,612
3106
$215K ﹤0.01%
6,960
-8,026
3107
$214K ﹤0.01%
12,467
+1,234
3108
$214K ﹤0.01%
+6,850
3109
$214K ﹤0.01%
13,835
-6,350
3110
$214K ﹤0.01%
+3,567
3111
$213K ﹤0.01%
+9,126
3112
$213K ﹤0.01%
1,282
+49
3113
$212K ﹤0.01%
1,090
-174
3114
$212K ﹤0.01%
4,152
3115
$211K ﹤0.01%
3,757
-2,037
3116
$211K ﹤0.01%
+4,803
3117
$210K ﹤0.01%
+4,236
3118
$209K ﹤0.01%
+6,151
3119
$208K ﹤0.01%
4,166
-4,071
3120
$208K ﹤0.01%
9,429
3121
$208K ﹤0.01%
+5,847
3122
$207K ﹤0.01%
29,500
+15,500
3123
$206K ﹤0.01%
6,772
+40
3124
$205K ﹤0.01%
15,350
3125
$204K ﹤0.01%
4,081
-205
123 124
125
126 127