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
2126
$972K ﹤0.01%
24,469
+10,725
2127
$972K ﹤0.01%
18,116
-284
2128
$971K ﹤0.01%
15,292
-34,351
2129
$971K ﹤0.01%
+46,774
2130
$970K ﹤0.01%
53,346
-824
2131
$964K ﹤0.01%
17,430
+2,118
2132
$964K ﹤0.01%
+79,916
2133
$963K ﹤0.01%
141,216
-22,577
2134
$963K ﹤0.01%
15,353
-592
2135
$963K ﹤0.01%
43,090
-4,548
2136
$962K ﹤0.01%
10,629
+771
2137
$961K ﹤0.01%
4,784
-249
2138
$961K ﹤0.01%
71,644
+1,109
2139
$959K ﹤0.01%
46,450
+22,916
2140
$958K ﹤0.01%
89,127
2141
$958K ﹤0.01%
25,303
-1,100
2142
$956K ﹤0.01%
26,080
+8,776
2143
$953K ﹤0.01%
54,944
+757
2144
$952K ﹤0.01%
47,518
+5,514
2145
$950K ﹤0.01%
33,597
-794
2146
$949K ﹤0.01%
+44,605
2147
$949K ﹤0.01%
9,465
+915
2148
$946K ﹤0.01%
11,882
-5,807
2149
$945K ﹤0.01%
65,675
-13,263
2150
$945K ﹤0.01%
6,455
+351
84 85
86
87 88