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
2201
$879K ﹤0.01%
13,382
+909
2202
$878K ﹤0.01%
11,749
-76
2203
$878K ﹤0.01%
41,905
-78
2204
$877K ﹤0.01%
11,862
+2,371
2205
$875K ﹤0.01%
40,589
+3,941
2206
$875K ﹤0.01%
37,988
+11,495
2207
$874K ﹤0.01%
11,171
-554
2208
$868K ﹤0.01%
26,399
+2,820
2209
$866K ﹤0.01%
47,181
-3,088
2210
$864K ﹤0.01%
37,770
-980
2211
$863K ﹤0.01%
30,766
-24,664
2212
$861K ﹤0.01%
29,839
+2,336
2213
$859K ﹤0.01%
6,527
-89
2214
$859K ﹤0.01%
7,681
+2,363
2215
$858K ﹤0.01%
28,413
+6,325
2216
$856K ﹤0.01%
41,196
+598
2217
$855K ﹤0.01%
12,853
+2,458
2218
$855K ﹤0.01%
13,479
-612
2219
$852K ﹤0.01%
7,336
-16,260
2220
$852K ﹤0.01%
+50,285
2221
$852K ﹤0.01%
50,854
2222
$852K ﹤0.01%
35,726
+2,630
2223
$851K ﹤0.01%
24,182
-18,746
2224
$850K ﹤0.01%
31,470
+253
2225
$849K ﹤0.01%
28,316
+12,610
87 88
89
90 91