Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$237M
2
+$75.2M
3
+$68.6M
4
KMB icon
Kimberly-Clark
KMB
+$63.2M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$51.3M

Top Sells

1
+$303M
2
+$61.6M
3
+$41.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$37.5M
5
NTAP icon
NetApp
NTAP
+$34.9M

Sector Composition

1 Technology 16.77%
2 Healthcare 10.89%
3 Financials 9.87%
4 Industrials 9.2%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2251
$813K ﹤0.01%
12,700
+1,151
2252
$813K ﹤0.01%
7,948
+1,090
2253
$812K ﹤0.01%
12,825
+247
2254
$811K ﹤0.01%
8,411
+3,089
2255
$810K ﹤0.01%
17,001
+1,554
2256
$809K ﹤0.01%
65,633
-3,673
2257
$809K ﹤0.01%
+32,002
2258
$808K ﹤0.01%
84,829
-5,565
2259
$805K ﹤0.01%
18,190
-41,191
2260
$803K ﹤0.01%
157,664
-279
2261
$801K ﹤0.01%
5,226
+556
2262
$799K ﹤0.01%
12,806
+1,758
2263
$795K ﹤0.01%
+8,729
2264
$795K ﹤0.01%
10,766
-5,774
2265
$794K ﹤0.01%
9,674
+957
2266
$794K ﹤0.01%
40,223
+1,142
2267
$792K ﹤0.01%
41,089
+16,501
2268
$792K ﹤0.01%
81,650
+29,450
2269
$791K ﹤0.01%
10,079
+558
2270
$790K ﹤0.01%
5,743
+1,778
2271
$790K ﹤0.01%
16,682
-3,352
2272
$790K ﹤0.01%
92,897
+6,580
2273
$790K ﹤0.01%
56,203
+29,055
2274
$789K ﹤0.01%
+6,053
2275
$788K ﹤0.01%
+50,363
89 90
91
92 93