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
2051
$1.05M ﹤0.01%
46,410
-983
2052
$1.05M ﹤0.01%
15,000
-203
2053
$1.05M ﹤0.01%
25,686
+2,827
2054
$1.05M ﹤0.01%
4,463
-3
2055
$1.05M ﹤0.01%
47,982
+8,381
2056
$1.05M ﹤0.01%
7,524
+262
2057
$1.05M ﹤0.01%
38,294
+18,635
2058
$1.05M ﹤0.01%
20,540
-8,225
2059
$1.05M ﹤0.01%
26,160
+20,670
2060
$1.05M ﹤0.01%
50,619
+38,223
2061
$1.05M ﹤0.01%
29,222
+2,624
2062
$1.04M ﹤0.01%
30,975
+2,790
2063
$1.04M ﹤0.01%
64,638
+1,628
2064
$1.04M ﹤0.01%
41,321
+18,193
2065
$1.04M ﹤0.01%
25,662
-716
2066
$1.04M ﹤0.01%
11,861
+591
2067
$1.04M ﹤0.01%
11,723
-2,447
2068
$1.03M ﹤0.01%
13,687
-300
2069
$1.03M ﹤0.01%
19,383
+3,054
2070
$1.03M ﹤0.01%
16,282
+250
2071
$1.03M ﹤0.01%
55,475
-727
2072
$1.03M ﹤0.01%
11,890
+3,194
2073
$1.03M ﹤0.01%
117,790
+2,301
2074
$1.03M ﹤0.01%
34,456
+1,408
2075
$1.03M ﹤0.01%
80,637
+29
81 82
83
84 85