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
2151
$944K ﹤0.01%
+15,883
2152
$941K ﹤0.01%
57,060
+5,758
2153
$941K ﹤0.01%
33,100
+14,230
2154
$940K ﹤0.01%
51,812
+12,797
2155
$939K ﹤0.01%
38,047
+469
2156
$938K ﹤0.01%
16,481
+381
2157
$938K ﹤0.01%
4,854
-9
2158
$933K ﹤0.01%
26,700
+7,108
2159
$928K ﹤0.01%
45,322
+25,332
2160
$927K ﹤0.01%
55,038
+2,000
2161
$925K ﹤0.01%
43,359
+28,990
2162
$924K ﹤0.01%
41,480
+13,599
2163
$923K ﹤0.01%
21,260
+2,187
2164
$923K ﹤0.01%
11,762
+8,684
2165
$920K ﹤0.01%
30,961
-1,679
2166
$919K ﹤0.01%
50,000
-50,000
2167
$918K ﹤0.01%
+31,427
2168
$917K ﹤0.01%
6,087
+1,186
2169
$916K ﹤0.01%
59,435
+12,410
2170
$913K ﹤0.01%
38,773
-1,311
2171
$912K ﹤0.01%
+78,491
2172
$909K ﹤0.01%
7,979
+507
2173
$909K ﹤0.01%
7,556
+1,225
2174
$909K ﹤0.01%
10,125
+789
2175
$908K ﹤0.01%
+41,539
85 86
87
88 89