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
1576
$2.1M ﹤0.01%
+13,742
1577
$2.09M ﹤0.01%
76,564
+1,131
1578
$2.09M ﹤0.01%
35,500
+25,890
1579
$2.09M ﹤0.01%
41,865
+4,775
1580
$2.09M ﹤0.01%
205,417
+27,910
1581
$2.09M ﹤0.01%
51,717
+6,090
1582
$2.09M ﹤0.01%
4,190
+100
1583
$2.08M ﹤0.01%
+43,263
1584
$2.08M ﹤0.01%
15,812
+12,570
1585
$2.08M ﹤0.01%
+48,386
1586
$2.08M ﹤0.01%
46,953
-144
1587
$2.08M ﹤0.01%
27,843
+5,724
1588
$2.08M ﹤0.01%
94,742
+6,471
1589
$2.07M ﹤0.01%
6,868
+2,402
1590
$2.07M ﹤0.01%
236,409
+83,907
1591
$2.07M ﹤0.01%
64,567
-8,079
1592
$2.06M ﹤0.01%
35,327
-2,403
1593
$2.06M ﹤0.01%
181,688
-29,099
1594
$2.06M ﹤0.01%
57,854
+1,102
1595
$2.05M ﹤0.01%
25,868
+1,985
1596
$2.05M ﹤0.01%
45,720
+2,034
1597
$2.05M ﹤0.01%
23,886
-332
1598
$2.05M ﹤0.01%
28,280
+3,772
1599
$2.05M ﹤0.01%
123,698
-181,415
1600
$2.04M ﹤0.01%
78,808
+12,111
62 63
64
65 66