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
1901
$1.29M ﹤0.01%
96,344
-5,305
1902
$1.29M ﹤0.01%
14,087
-70
1903
$1.29M ﹤0.01%
24,941
+60
1904
$1.29M ﹤0.01%
58,801
-109
1905
$1.29M ﹤0.01%
70,518
-10,044
1906
$1.29M ﹤0.01%
28,691
+841
1907
$1.28M ﹤0.01%
19,003
+2,511
1908
$1.28M ﹤0.01%
30,105
+5,613
1909
$1.28M ﹤0.01%
30,721
+18,527
1910
$1.28M ﹤0.01%
7,761
-169
1911
$1.28M ﹤0.01%
+42,138
1912
$1.28M ﹤0.01%
33,098
+1,310
1913
$1.28M ﹤0.01%
42,236
-4,688
1914
$1.28M ﹤0.01%
2,357
+552
1915
$1.27M ﹤0.01%
3,958
-3,684
1916
$1.27M ﹤0.01%
20,083
-1,470
1917
$1.27M ﹤0.01%
13,388
+155
1918
$1.27M ﹤0.01%
55,492
+28,182
1919
$1.27M ﹤0.01%
+20,966
1920
$1.27M ﹤0.01%
57,801
-29,699
1921
$1.27M ﹤0.01%
16,569
+922
1922
$1.26M ﹤0.01%
46,723
+4,309
1923
$1.26M ﹤0.01%
+21,422
1924
$1.26M ﹤0.01%
27,275
-170
1925
$1.26M ﹤0.01%
50,228
+1,860
75 76
77
78 79