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
3251
$71K ﹤0.01%
966
-284
3252
$70K ﹤0.01%
+11,377
3253
$68K ﹤0.01%
14,638
3254
$67K ﹤0.01%
800
3255
$67K ﹤0.01%
16,510
3256
$66K ﹤0.01%
10,000
3257
$63K ﹤0.01%
1,620
3258
$61K ﹤0.01%
17,910
+3,430
3259
$61K ﹤0.01%
35
+12
3260
$57K ﹤0.01%
21,600
3261
$56K ﹤0.01%
12,802
-469
3262
$53K ﹤0.01%
+687
3263
$52K ﹤0.01%
1,935
+358
3264
$49K ﹤0.01%
34,511
-6
3265
$48K ﹤0.01%
10,000
3266
$45K ﹤0.01%
+1,370
3267
$41K ﹤0.01%
30,075
3268
$36K ﹤0.01%
30,575
3269
$33K ﹤0.01%
28,000
3270
$31K ﹤0.01%
52,674
+5,000
3271
$30K ﹤0.01%
10,000
3272
$27K ﹤0.01%
1,200
3273
– –
0
3274
$23K ﹤0.01%
423
+2
3275
$23K ﹤0.01%
+11,417
129 130
131
132 133