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
2076
$1.02M ﹤0.01%
26,544
-1,172
2077
$1.02M ﹤0.01%
13,050
+84
2078
$1.02M ﹤0.01%
10,500
-41
2079
$1.02M ﹤0.01%
42,570
+4,288
2080
$1.02M ﹤0.01%
39,950
+2,224
2081
$1.02M ﹤0.01%
1,075
+34
2082
$1.02M ﹤0.01%
32,194
-12,574
2083
$1.02M ﹤0.01%
55,583
-20,110
2084
$1.02M ﹤0.01%
88,060
+23,949
2085
$1.01M ﹤0.01%
20,698
+1,720
2086
$1.01M ﹤0.01%
37,828
+214
2087
$1.01M ﹤0.01%
37,000
2088
$1.01M ﹤0.01%
18,500
-91
2089
$1.01M ﹤0.01%
35,316
+6,047
2090
$1.01M ﹤0.01%
7,552
+3,298
2091
$1.01M ﹤0.01%
43,048
+697
2092
$1.01M ﹤0.01%
48,275
+11,541
2093
$1M ﹤0.01%
22,885
+68
2094
$999K ﹤0.01%
47,551
+8,427
2095
$999K ﹤0.01%
33,373
+1,702
2096
$999K ﹤0.01%
9,993
+159
2097
$999K ﹤0.01%
32,907
+6,916
2098
$998K ﹤0.01%
19,404
+1,361
2099
$997K ﹤0.01%
16,694
+11,053
2100
$996K ﹤0.01%
27,466
+8,973
82 83
84
85 86