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
3201
$137K ﹤0.01%
15,650
-5,014
3202
$136K ﹤0.01%
16,437
-17,418
3203
$134K ﹤0.01%
15,929
-75,343
3204
$132K ﹤0.01%
944
+75
3205
$131K ﹤0.01%
2,600
3206
$130K ﹤0.01%
+16,088
3207
$130K ﹤0.01%
2,182
-62
3208
$130K ﹤0.01%
33,318
+2,150
3209
$130K ﹤0.01%
540
+20
3210
$127K ﹤0.01%
11,108
-1,450
3211
$125K ﹤0.01%
20,866
-9,442
3212
$124K ﹤0.01%
3,348
3213
$124K ﹤0.01%
20,727
-1,415
3214
$123K ﹤0.01%
15,000
-39,900
3215
$123K ﹤0.01%
1,520
+130
3216
$122K ﹤0.01%
13,220
-133
3217
$117K ﹤0.01%
14,269
3218
$116K ﹤0.01%
11,444
-7,826
3219
$115K ﹤0.01%
15,172
-836
3220
$114K ﹤0.01%
11,709
-1,789
3221
$113K ﹤0.01%
11,297
-1,000
3222
$113K ﹤0.01%
50,700
+8,000
3223
$112K ﹤0.01%
24,981
+1,150
3224
$111K ﹤0.01%
13,812
3225
$110K ﹤0.01%
15,000
127 128
129
130 131