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Stifel Financial

Stifel Financial Portfolio holdings

AUM $109B
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
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
+$237M
2
+$75.2M
3
+$68.6M
4
KMB icon
Kimberly-Clark
KMB
+$63.2M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$51.3M

Top Sells

1
+$303M
2
+$61.6M
3
+$41.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$37.5M
5
NTAP icon
NetApp
NTAP
+$34.9M

Sector Composition

1 Technology 16.77%
2 Healthcare 10.89%
3 Financials 9.87%
4 Industrials 9.2%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3276
$20K ﹤0.01%
560
3277
$19K ﹤0.01%
950
3278
$18K ﹤0.01%
+10,000
3279
$16K ﹤0.01%
319
3280
$14K ﹤0.01%
+21,554
3281
$12K ﹤0.01%
25,000
3282
$3K ﹤0.01%
+23,601
3283
– –
-21,210
3284
– –
-2,612
3285
– –
-28,596
3286
– –
-22,715
3287
– –
-6,068
3288
– –
-10,117
3289
– –
-31,232
3290
– –
-5,490
3291
– –
-8,479
3292
– –
-7,927
3293
– –
-2,304
3294
– –
-55
3295
– –
-16,345
3296
– –
-5,445
3297
– –
-2,116
3298
– –
-88,570
3299
– –
-24,412
3300
– –
-47,992
130 131
132
133 134