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
3226
$110K ﹤0.01%
15,289
+3,510
3227
$108K ﹤0.01%
4,726
+2,453
3228
$107K ﹤0.01%
11,748
-2,500
3229
$105K ﹤0.01%
1,197
-157
3230
$105K ﹤0.01%
+17,200
3231
$101K ﹤0.01%
14,676
-1,050
3232
$101K ﹤0.01%
17,336
+4,530
3233
$96K ﹤0.01%
16,780
+120
3234
$96K ﹤0.01%
10,500
3235
$95K ﹤0.01%
12,709
+486
3236
$95K ﹤0.01%
11,490
+240
3237
$94K ﹤0.01%
7,345
3238
$93K ﹤0.01%
1,756
+163
3239
$90K ﹤0.01%
2,311
+100
3240
$88K ﹤0.01%
+23,462
3241
$88K ﹤0.01%
+21,852
3242
$85K ﹤0.01%
20,917
-11,000
3243
$85K ﹤0.01%
+15,928
3244
$82K ﹤0.01%
+12,500
3245
$81K ﹤0.01%
1,000
3246
$81K ﹤0.01%
13,516
+2,623
3247
$80K ﹤0.01%
2,611
+1,040
3248
$78K ﹤0.01%
20,000
3249
$76K ﹤0.01%
24,868
-59,792
3250
$75K ﹤0.01%
+12,009
128 129
130
131 132