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
2376
$694K ﹤0.01%
5,153
-53
2377
$693K ﹤0.01%
24,202
+1,115
2378
$692K ﹤0.01%
77,893
-5,223
2379
$691K ﹤0.01%
38,030
-5,587
2380
$690K ﹤0.01%
11,752
2381
$690K ﹤0.01%
+23,301
2382
$690K ﹤0.01%
19,843
-288
2383
$689K ﹤0.01%
14,559
+1,096
2384
$689K ﹤0.01%
8,202
-2,286
2385
$688K ﹤0.01%
11,740
-185
2386
$688K ﹤0.01%
+19,999
2387
$685K ﹤0.01%
8,583
+296
2388
$685K ﹤0.01%
49,069
+500
2389
$684K ﹤0.01%
26,160
-15,000
2390
$682K ﹤0.01%
47,807
-11,260
2391
$681K ﹤0.01%
36,278
+4,523
2392
$681K ﹤0.01%
11,827
+4,748
2393
$681K ﹤0.01%
26,705
+11,122
2394
$680K ﹤0.01%
17,023
+2,216
2395
$679K ﹤0.01%
10,740
+180
2396
$677K ﹤0.01%
8,847
-73
2397
$677K ﹤0.01%
39,460
+4,850
2398
$677K ﹤0.01%
72,920
-19,970
2399
$676K ﹤0.01%
8,935
-18
2400
$675K ﹤0.01%
26,219
-737
94 95
96
97 98