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
1651
$1.87M ﹤0.01%
34,456
+4,220
1652
$1.87M ﹤0.01%
20,913
+7,334
1653
$1.87M ﹤0.01%
46,814
-10,782
1654
$1.86M ﹤0.01%
136,656
-10,000
1655
$1.86M ﹤0.01%
33,872
-116
1656
$1.86M ﹤0.01%
30,463
-8,004
1657
$1.86M ﹤0.01%
4,278
-3,036
1658
$1.86M ﹤0.01%
34,132
-38,786
1659
$1.86M ﹤0.01%
386,840
-7,793
1660
$1.86M ﹤0.01%
105,180
-1,385
1661
$1.86M ﹤0.01%
83,653
-5,309
1662
$1.85M ﹤0.01%
341,783
+18,818
1663
$1.85M ﹤0.01%
48,181
+939
1664
$1.85M ﹤0.01%
15,448
1665
$1.85M ﹤0.01%
15,506
-721
1666
$1.85M ﹤0.01%
7,634
+798
1667
$1.85M ﹤0.01%
21,132
-652
1668
$1.83M ﹤0.01%
72,723
+13,186
1669
$1.83M ﹤0.01%
133,514
-2,041
1670
$1.82M ﹤0.01%
96,642
-5,309
1671
$1.82M ﹤0.01%
64,909
-4,630
1672
$1.82M ﹤0.01%
38,009
+4,975
1673
$1.82M ﹤0.01%
37,749
-11,241
1674
$1.82M ﹤0.01%
46,790
+974
1675
$1.81M ﹤0.01%
140,290
+8,375
65 66
67
68 69