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
1376
$2.82M ﹤0.01%
342,505
+291,876
1377
$2.81M ﹤0.01%
89,658
+26,174
1378
$2.81M ﹤0.01%
66,635
+2,949
1379
$2.81M ﹤0.01%
39,549
-1,819
1380
$2.81M ﹤0.01%
33,765
-6,371
1381
$2.81M ﹤0.01%
76,698
+1,680
1382
$2.8M ﹤0.01%
193,082
-19,720
1383
$2.8M ﹤0.01%
47,032
+3,517
1384
$2.79M ﹤0.01%
149,266
+96
1385
$2.79M ﹤0.01%
12,726
+6,082
1386
$2.79M ﹤0.01%
151,268
+9,261
1387
$2.78M ﹤0.01%
124,223
-1,393
1388
$2.78M ﹤0.01%
28,729
+2,437
1389
$2.78M ﹤0.01%
103,282
+67,351
1390
$2.77M ﹤0.01%
15,494
-2,468
1391
$2.77M ﹤0.01%
+27,543
1392
$2.75M ﹤0.01%
132,596
1393
$2.75M ﹤0.01%
160,434
-12,060
1394
$2.75M ﹤0.01%
21,578
-186
1395
$2.75M ﹤0.01%
112,425
+4,970
1396
$2.74M ﹤0.01%
132,358
+3,992
1397
$2.74M ﹤0.01%
28,259
+6,396
1398
$2.74M ﹤0.01%
215,620
+38,822
1399
$2.73M ﹤0.01%
62,035
-8,204
1400
$2.73M ﹤0.01%
51,520
+863
54 55
56
57 58