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
1701
$1.76M ﹤0.01%
39,088
-19,970
1702
$1.75M ﹤0.01%
199,033
+1,250
1703
$1.75M ﹤0.01%
45,930
-1,831
1704
$1.75M ﹤0.01%
27,908
+23,224
1705
$1.74M ﹤0.01%
23,592
+2,313
1706
$1.74M ﹤0.01%
41,759
+8,935
1707
$1.74M ﹤0.01%
54,069
+12,689
1708
$1.74M ﹤0.01%
74,796
+3,983
1709
$1.74M ﹤0.01%
18,554
-6,034
1710
$1.74M ﹤0.01%
18,074
+2,958
1711
$1.74M ﹤0.01%
34,602
-915
1712
$1.74M ﹤0.01%
159,274
-9,587
1713
$1.73M ﹤0.01%
76,847
+42,517
1714
$1.73M ﹤0.01%
16,697
+1,577
1715
$1.73M ﹤0.01%
29,190
+2,585
1716
$1.73M ﹤0.01%
320,736
-45,917
1717
$1.72M ﹤0.01%
29,191
+6,295
1718
$1.72M ﹤0.01%
38,200
+1,020
1719
$1.71M ﹤0.01%
20,688
+1,984
1720
$1.71M ﹤0.01%
122,088
-1,264
1721
$1.71M ﹤0.01%
16,946
-115
1722
$1.71M ﹤0.01%
21,095
+3,616
1723
$1.7M ﹤0.01%
25,516
+4,082
1724
$1.7M ﹤0.01%
183,338
+17,145
1725
$1.7M ﹤0.01%
70,868
+58,286
67 68
69
70 71