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
2276
$788K ﹤0.01%
+25,477
2277
$785K ﹤0.01%
57,961
+14,945
2278
$782K ﹤0.01%
28,028
2279
$782K ﹤0.01%
40,058
-16,170
2280
$782K ﹤0.01%
78,490
+4,832
2281
$780K ﹤0.01%
+8,349
2282
$777K ﹤0.01%
10,759
-2,897
2283
$775K ﹤0.01%
16,822
+21
2284
$773K ﹤0.01%
47,198
+9,001
2285
$773K ﹤0.01%
+9,898
2286
$772K ﹤0.01%
32,514
-8,293
2287
$772K ﹤0.01%
46,955
-490
2288
$772K ﹤0.01%
8,285
-147
2289
$770K ﹤0.01%
26,756
-10,196
2290
$770K ﹤0.01%
35,304
+13,059
2291
$769K ﹤0.01%
11,595
+4,997
2292
$768K ﹤0.01%
65,886
2293
$767K ﹤0.01%
9,108
+1,514
2294
$767K ﹤0.01%
4,862
-26,560
2295
$766K ﹤0.01%
8,187
+113
2296
$765K ﹤0.01%
8,660
-162
2297
$763K ﹤0.01%
2,989
+143
2298
$763K ﹤0.01%
7,806
-2,701
2299
$763K ﹤0.01%
62,466
-15,639
2300
$762K ﹤0.01%
+10,139
90 91
92
93 94