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
2351
$716K ﹤0.01%
89,867
-32,197
2352
$716K ﹤0.01%
73,828
-1,213
2353
$715K ﹤0.01%
4,489
+723
2354
$714K ﹤0.01%
25,825
+5,117
2355
$714K ﹤0.01%
+45,771
2356
$712K ﹤0.01%
13,683
+1,067
2357
$711K ﹤0.01%
14,814
-60,987
2358
$708K ﹤0.01%
35,420
-5,807
2359
$708K ﹤0.01%
33,588
+10,787
2360
$707K ﹤0.01%
944
+309
2361
$706K ﹤0.01%
119,545
+1,958
2362
$705K ﹤0.01%
3,206
+120
2363
$703K ﹤0.01%
39,275
2364
$702K ﹤0.01%
6,415
-920
2365
$701K ﹤0.01%
35,859
+2,178
2366
$699K ﹤0.01%
13,576
+5,973
2367
$698K ﹤0.01%
19,266
-305
2368
$698K ﹤0.01%
18,169
+733
2369
$698K ﹤0.01%
8,724
+942
2370
$697K ﹤0.01%
10,770
-78
2371
$697K ﹤0.01%
53,264
-1,748
2372
$697K ﹤0.01%
7,655
+188
2373
$695K ﹤0.01%
13,118
+597
2374
$695K ﹤0.01%
42,272
+5
2375
$694K ﹤0.01%
10,351
-317
93 94
95
96 97