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
1326
$3M ﹤0.01%
133,325
+10,000
1327
$3M ﹤0.01%
21,282
-45
1328
$3M ﹤0.01%
138,721
+2,535
1329
$2.99M ﹤0.01%
15,471
-57
1330
$2.99M ﹤0.01%
41,853
-714
1331
$2.99M ﹤0.01%
74,126
+4,474
1332
$2.98M ﹤0.01%
59,756
+27,428
1333
$2.98M ﹤0.01%
97,854
-1,111
1334
$2.98M ﹤0.01%
28,063
+13,010
1335
$2.97M ﹤0.01%
50,133
+7,721
1336
$2.97M ﹤0.01%
46,355
+6,147
1337
$2.97M ﹤0.01%
201,280
-2,429
1338
$2.97M ﹤0.01%
56,768
+14,260
1339
$2.96M ﹤0.01%
178,150
+148,181
1340
$2.95M ﹤0.01%
51,163
+30,814
1341
$2.95M ﹤0.01%
429,501
+13
1342
$2.95M ﹤0.01%
100,718
+5,019
1343
$2.94M ﹤0.01%
152,349
+22,072
1344
$2.94M ﹤0.01%
680,350
1345
$2.94M ﹤0.01%
68,652
+5,986
1346
$2.93M ﹤0.01%
31,425
+16,089
1347
$2.93M ﹤0.01%
122,354
+3,119
1348
$2.93M ﹤0.01%
78,822
-31,005
1349
$2.92M ﹤0.01%
65,736
-12,353
1350
$2.91M ﹤0.01%
28,798
+643
52 53
54
55 56