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
3126
$204K ﹤0.01%
+2,203
3127
$203K ﹤0.01%
30,242
-2,310
3128
$203K ﹤0.01%
1,739
-29
3129
$203K ﹤0.01%
+11,249
3130
$202K ﹤0.01%
22,759
-2,021
3131
$202K ﹤0.01%
11,813
-693
3132
$201K ﹤0.01%
4,544
-77
3133
$201K ﹤0.01%
2,664
-199
3134
$200K ﹤0.01%
+8,732
3135
$197K ﹤0.01%
+13,173
3136
$196K ﹤0.01%
20,351
-7,956
3137
$196K ﹤0.01%
10,437
-500
3138
$196K ﹤0.01%
+24,997
3139
$195K ﹤0.01%
16,075
+2,950
3140
$194K ﹤0.01%
20,025
+8,550
3141
$193K ﹤0.01%
23,258
3142
$193K ﹤0.01%
12,677
3143
$192K ﹤0.01%
+14,006
3144
$189K ﹤0.01%
14,000
3145
$187K ﹤0.01%
+10,361
3146
$186K ﹤0.01%
+23,500
3147
$185K ﹤0.01%
43,349
+9,736
3148
$185K ﹤0.01%
20,048
3149
$184K ﹤0.01%
20,864
-622
3150
$183K ﹤0.01%
18,700
124 125
126
127 128