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
1826
$1.46M ﹤0.01%
+26,000
1827
$1.46M ﹤0.01%
39,090
1828
$1.46M ﹤0.01%
64,290
+2,057
1829
$1.45M ﹤0.01%
24,902
+540
1830
$1.45M ﹤0.01%
+66,059
1831
$1.44M ﹤0.01%
19,087
+7,471
1832
$1.44M ﹤0.01%
51,515
+36,457
1833
$1.44M ﹤0.01%
30,287
+201
1834
$1.43M ﹤0.01%
33,575
-989
1835
$1.43M ﹤0.01%
94,312
+2,015
1836
$1.43M ﹤0.01%
270,261
+18,005
1837
$1.43M ﹤0.01%
9,806
-34,440
1838
$1.42M ﹤0.01%
22,980
+9
1839
$1.42M ﹤0.01%
29,717
+2,167
1840
$1.42M ﹤0.01%
20,920
-2,083
1841
$1.42M ﹤0.01%
12,893
-3,399
1842
$1.42M ﹤0.01%
77,584
+14,344
1843
$1.42M ﹤0.01%
44,524
+1,883
1844
$1.42M ﹤0.01%
18,021
+220
1845
$1.41M ﹤0.01%
211,654
+160,654
1846
$1.41M ﹤0.01%
265,209
-203,597
1847
$1.41M ﹤0.01%
+57,093
1848
$1.41M ﹤0.01%
20,168
1849
$1.41M ﹤0.01%
27,957
+199
1850
$1.41M ﹤0.01%
30,419
-1,017
72 73
74
75 76