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
2301
$762K ﹤0.01%
46,675
-12,473
2302
$759K ﹤0.01%
14,858
-120
2303
$759K ﹤0.01%
61,555
+11,637
2304
$759K ﹤0.01%
49,183
+2,631
2305
$759K ﹤0.01%
+28,891
2306
$759K ﹤0.01%
13,974
+6,931
2307
$758K ﹤0.01%
10,526
+320
2308
$758K ﹤0.01%
50,536
-1,622
2309
$757K ﹤0.01%
15,635
+5,141
2310
$756K ﹤0.01%
13,638
+2,889
2311
$755K ﹤0.01%
16,289
-646
2312
$755K ﹤0.01%
15,791
-18
2313
$754K ﹤0.01%
77,705
-11,237
2314
$753K ﹤0.01%
16,986
-650
2315
$751K ﹤0.01%
11,280
-82
2316
$751K ﹤0.01%
5,931
-2,181
2317
$750K ﹤0.01%
59,273
+6,750
2318
$750K ﹤0.01%
10,112
+216
2319
$749K ﹤0.01%
19,846
+2,914
2320
$748K ﹤0.01%
7,271
-1,233
2321
$748K ﹤0.01%
33,175
-413
2322
$745K ﹤0.01%
16,384
+3
2323
$745K ﹤0.01%
+17,481
2324
$745K ﹤0.01%
36,911
+4,645
2325
$741K ﹤0.01%
7,553
+821
91 92
93
94 95