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
3176
$162K ﹤0.01%
+13,250
3177
$161K ﹤0.01%
16,000
3178
$159K ﹤0.01%
37,695
-50,865
3179
$159K ﹤0.01%
+13,035
3180
$159K ﹤0.01%
10,600
-140
3181
$157K ﹤0.01%
16,850
3182
$157K ﹤0.01%
7,731
+1,331
3183
$156K ﹤0.01%
18,301
+478
3184
$156K ﹤0.01%
12,357
-3,934
3185
$155K ﹤0.01%
10,610
-1,500
3186
$154K ﹤0.01%
+2,983
3187
$150K ﹤0.01%
82,687
+397
3188
$150K ﹤0.01%
1,190
+5
3189
$146K ﹤0.01%
18,449
-1,788
3190
$144K ﹤0.01%
11,799
-6,311
3191
$144K ﹤0.01%
57,233
3192
$144K ﹤0.01%
44,983
+22,073
3193
$143K ﹤0.01%
40,616
+8,500
3194
$142K ﹤0.01%
13,000
3195
$142K ﹤0.01%
10,000
3196
$142K ﹤0.01%
+475
3197
$141K ﹤0.01%
+30,200
3198
$140K ﹤0.01%
16,447
+2,323
3199
$138K ﹤0.01%
114
3200
$137K ﹤0.01%
13,730
126 127
128
129 130