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
1726
$1.7M ﹤0.01%
47,643
-277
1727
$1.7M ﹤0.01%
24,594
-2,945
1728
$1.7M ﹤0.01%
31,049
+548
1729
$1.7M ﹤0.01%
25,550
-10,160
1730
$1.7M ﹤0.01%
17,761
+1,573
1731
$1.7M ﹤0.01%
57,768
-1,238
1732
$1.69M ﹤0.01%
15,035
-190
1733
$1.69M ﹤0.01%
43,906
+4,165
1734
$1.69M ﹤0.01%
20,873
-2,514
1735
$1.69M ﹤0.01%
22,438
+5,499
1736
$1.69M ﹤0.01%
178,079
-6,902
1737
$1.68M ﹤0.01%
49,169
+29
1738
$1.66M ﹤0.01%
53,727
-40,063
1739
$1.66M ﹤0.01%
40,818
+2,042
1740
$1.66M ﹤0.01%
25,087
+1,222
1741
$1.65M ﹤0.01%
74,396
+33,594
1742
$1.64M ﹤0.01%
58,664
-498
1743
$1.64M ﹤0.01%
34,314
-6,309
1744
$1.64M ﹤0.01%
14,732
+5,493
1745
$1.63M ﹤0.01%
72,939
-33,117
1746
$1.63M ﹤0.01%
17,499
+2,193
1747
$1.63M ﹤0.01%
24,940
+194
1748
$1.62M ﹤0.01%
39,770
-433
1749
$1.62M ﹤0.01%
74,604
-1,631
1750
$1.62M ﹤0.01%
14,186
+506
68 69
70
71 72