Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$237M
2
+$75.2M
3
+$68.6M
4
KMB icon
Kimberly-Clark
KMB
+$63.2M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$51.3M

Top Sells

1
+$303M
2
+$61.6M
3
+$41.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$37.5M
5
NTAP icon
NetApp
NTAP
+$34.9M

Sector Composition

1 Technology 16.77%
2 Healthcare 10.89%
3 Financials 9.87%
4 Industrials 9.2%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
$1.52M ﹤0.01%
+99,174
1802
$1.52M ﹤0.01%
86,097
+771
1803
$1.51M ﹤0.01%
391
-37
1804
$1.51M ﹤0.01%
96,298
+8,023
1805
$1.51M ﹤0.01%
197,103
-16,652
1806
$1.5M ﹤0.01%
24,170
-1,883
1807
$1.5M ﹤0.01%
75,744
-100,000
1808
$1.5M ﹤0.01%
131,125
-29,527
1809
$1.49M ﹤0.01%
87,499
+18,485
1810
$1.49M ﹤0.01%
43,449
-450
1811
$1.49M ﹤0.01%
12,749
+489
1812
$1.49M ﹤0.01%
37,803
+603
1813
$1.48M ﹤0.01%
+31,439
1814
$1.47M ﹤0.01%
26,783
+1,427
1815
$1.47M ﹤0.01%
17,887
+342
1816
$1.47M ﹤0.01%
16,257
+1,039
1817
$1.47M ﹤0.01%
77,959
+17,564
1818
$1.47M ﹤0.01%
61,000
1819
$1.46M ﹤0.01%
54,184
+34,240
1820
$1.46M ﹤0.01%
12,715
+8,241
1821
$1.46M ﹤0.01%
5,626
+914
1822
$1.46M ﹤0.01%
32,042
+11,625
1823
$1.46M ﹤0.01%
60,721
+1,741
1824
$1.46M ﹤0.01%
22,450
+185
1825
$1.46M ﹤0.01%
44,524
-626
71 72
73
74 75