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
2101
$994K ﹤0.01%
22,538
+10,961
2102
$994K ﹤0.01%
256,236
+17,850
2103
$993K ﹤0.01%
21,493
-45
2104
$993K ﹤0.01%
3,015
-404
2105
$991K ﹤0.01%
36,654
+10,638
2106
$990K ﹤0.01%
+31,025
2107
$985K ﹤0.01%
69,462
+1,006
2108
$984K ﹤0.01%
27,428
+262
2109
$984K ﹤0.01%
38,668
+3,568
2110
$983K ﹤0.01%
6,296
+127
2111
$982K ﹤0.01%
39,424
+313
2112
$982K ﹤0.01%
33,417
+2,658
2113
$981K ﹤0.01%
30,604
+2,089
2114
$981K ﹤0.01%
7,209
+1,796
2115
$980K ﹤0.01%
23,600
-7,427
2116
$979K ﹤0.01%
41,376
+661
2117
$979K ﹤0.01%
10,936
+408
2118
$979K ﹤0.01%
65,350
+488
2119
$978K ﹤0.01%
36,348
+7,793
2120
$978K ﹤0.01%
4,991
-7,691
2121
$977K ﹤0.01%
21,993
+579
2122
$977K ﹤0.01%
262,693
+16,806
2123
$975K ﹤0.01%
14,944
+297
2124
$974K ﹤0.01%
131,645
+4,790
2125
$973K ﹤0.01%
113,098
+6,710
83 84
85
86 87