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
2326
$740K ﹤0.01%
59,130
+4,102
2327
$740K ﹤0.01%
16,595
-214
2328
$739K ﹤0.01%
59,519
+3,359
2329
$739K ﹤0.01%
173,000
-13,468
2330
$738K ﹤0.01%
+12,643
2331
$738K ﹤0.01%
3,473
+645
2332
$737K ﹤0.01%
110,479
-3,237
2333
$737K ﹤0.01%
15,778
+1,717
2334
$736K ﹤0.01%
19,617
-295,798
2335
$736K ﹤0.01%
19,549
-445
2336
$735K ﹤0.01%
53,805
-46,266
2337
$735K ﹤0.01%
76,614
+475
2338
$732K ﹤0.01%
48,940
+432
2339
$732K ﹤0.01%
173,404
+120,262
2340
$730K ﹤0.01%
42,420
+457
2341
$729K ﹤0.01%
3,458
+525
2342
$729K ﹤0.01%
14,062
+125
2343
$728K ﹤0.01%
7,667
+797
2344
$727K ﹤0.01%
34,258
-1,171
2345
$724K ﹤0.01%
30,328
+19,095
2346
$723K ﹤0.01%
49,136
-5,020
2347
$722K ﹤0.01%
31,338
+12,612
2348
$720K ﹤0.01%
5,670
+1,003
2349
$718K ﹤0.01%
18,056
-233
2350
$716K ﹤0.01%
37,791
+627
92 93
94
95 96