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
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
– –
-39,012
3284
– –
-12,966
3285
– –
-11,018
3286
– –
-31,232
3287
– –
-5,490
3288
– –
-8,479
3289
– –
-7,927
3290
– –
-2,304
3291
– –
-55
3292
– –
-16,345
3293
– –
-5,445
3294
– –
-2,116
3295
– –
-88,570
3296
– –
-21,210
3297
– –
-24,412
3298
– –
-4,768
3299
– –
-12,560
3300
– –
-14,551
130 131
132
133 134