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
2226
$845K ﹤0.01%
34,126
-1,120
2227
$844K ﹤0.01%
32,173
+21,963
2228
$844K ﹤0.01%
34,475
-12,146
2229
$844K ﹤0.01%
42,851
+27,641
2230
$842K ﹤0.01%
3,342
-171
2231
$838K ﹤0.01%
15,715
+1,110
2232
$838K ﹤0.01%
+10,051
2233
$838K ﹤0.01%
9,552
+5,186
2234
$836K ﹤0.01%
31,444
+24,269
2235
$836K ﹤0.01%
40,095
+200
2236
$835K ﹤0.01%
23,895
+3,750
2237
$834K ﹤0.01%
+18,065
2238
$833K ﹤0.01%
54,751
-6,630
2239
$832K ﹤0.01%
59,208
2240
$829K ﹤0.01%
35,628
-15,072
2241
$829K ﹤0.01%
9,098
+2,782
2242
$828K ﹤0.01%
+18,274
2243
$826K ﹤0.01%
+32,504
2244
$820K ﹤0.01%
+43,873
2245
$819K ﹤0.01%
17,648
-777
2246
$819K ﹤0.01%
14,007
+441
2247
$817K ﹤0.01%
14,456
-10,966
2248
$814K ﹤0.01%
18,341
-425
2249
$813K ﹤0.01%
12,700
+1,151
2250
$813K ﹤0.01%
7,948
+1,090
88 89
90
91 92