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
3151
$182K ﹤0.01%
19,483
+2,250
3152
$181K ﹤0.01%
14,830
-30
3153
$178K ﹤0.01%
23,625
3154
$178K ﹤0.01%
34,500
+21,000
3155
$173K ﹤0.01%
+17,471
3156
$173K ﹤0.01%
13,483
3157
$172K ﹤0.01%
36,878
+1,450
3158
$171K ﹤0.01%
12,157
+486
3159
$171K ﹤0.01%
11,236
+449
3160
$170K ﹤0.01%
19,953
3161
$170K ﹤0.01%
+13,076
3162
$169K ﹤0.01%
+11,076
3163
$169K ﹤0.01%
25,839
3164
$168K ﹤0.01%
17,101
-710
3165
$168K ﹤0.01%
11,088
-955
3166
$168K ﹤0.01%
28,977
+163
3167
$167K ﹤0.01%
11,240
-3,300
3168
$166K ﹤0.01%
+11,276
3169
$165K ﹤0.01%
13,708
+204
3170
$165K ﹤0.01%
10,189
-3,437
3171
$165K ﹤0.01%
13,804
3172
$164K ﹤0.01%
422
-10
3173
$163K ﹤0.01%
10,421
-8,994
3174
$162K ﹤0.01%
+10,412
3175
$162K ﹤0.01%
+10,787
125 126
127
128 129