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 9.87%
4 Industrials 9.2%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3376
– –
-6,068
3377
– –
-10,117
3378
– –
-10,085
3379
– –
-100,605
3380
– –
-10,793
3381
– –
-416,781
3382
– –
-11,053
3383
– –
-21,491
3384
– –
-15,947
3385
– –
-9,343
3386
– –
-9,090
3387
– –
-174,576
3388
– –
-15,749
3389
– –
-20,683
3390
– –
-28,018
3391
– –
-2,604,165
3392
– –
-18,102
3393
– –
-7,509
3394
– –
-30,512
3395
– –
-6,870
3396
– –
-108,435
3397
– –
-119,326
3398
– –
-4,762
3399
– –
-39,012
3400
– –
-12,966
133 134 135
136
137