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
2176
$907K ﹤0.01%
15,759
+1,623
2177
$907K ﹤0.01%
8,799
+257
2178
$906K ﹤0.01%
9,161
+1,516
2179
$906K ﹤0.01%
8,869
+5,304
2180
$901K ﹤0.01%
18,207
+2,275
2181
$899K ﹤0.01%
8,846
+559
2182
$897K ﹤0.01%
36,606
+11,412
2183
$896K ﹤0.01%
30,420
2184
$894K ﹤0.01%
13,445
+74
2185
$893K ﹤0.01%
82,790
-3,292
2186
$893K ﹤0.01%
56,828
-628
2187
$891K ﹤0.01%
203
+64
2188
$889K ﹤0.01%
13,257
-10,988
2189
$888K ﹤0.01%
7,818
+49
2190
$888K ﹤0.01%
24,120
+4,623
2191
$886K ﹤0.01%
55,533
+1,163
2192
$886K ﹤0.01%
14,404
+5,050
2193
$884K ﹤0.01%
10,060
-223
2194
$884K ﹤0.01%
51,377
+3,698
2195
$883K ﹤0.01%
50,185
+139
2196
$882K ﹤0.01%
23,740
+1,342
2197
$882K ﹤0.01%
78,751
-5,484
2198
$881K ﹤0.01%
20,842
+4,385
2199
$881K ﹤0.01%
59,365
-9,875
2200
$880K ﹤0.01%
49,512
+510
86 87
88
89 90