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
2401
$675K ﹤0.01%
16,562
2402
$671K ﹤0.01%
39,594
-6,443
2403
$668K ﹤0.01%
9,996
+2,579
2404
$667K ﹤0.01%
4,318
+875
2405
$664K ﹤0.01%
71,229
+10,245
2406
$663K ﹤0.01%
34,294
+18,909
2407
$662K ﹤0.01%
97,380
-4,716
2408
$661K ﹤0.01%
42,287
+8,389
2409
$661K ﹤0.01%
12,429
-2,487
2410
$660K ﹤0.01%
26,000
2411
$659K ﹤0.01%
10,520
+3
2412
$659K ﹤0.01%
19,386
-57
2413
$657K ﹤0.01%
13,987
+2,919
2414
$656K ﹤0.01%
99,567
2415
$655K ﹤0.01%
11,568
+1,659
2416
$653K ﹤0.01%
12,473
+1,756
2417
$651K ﹤0.01%
5,239
-1,975
2418
$650K ﹤0.01%
43,436
+13,165
2419
$649K ﹤0.01%
6,483
-705
2420
$648K ﹤0.01%
34,894
+1,994
2421
$647K ﹤0.01%
9,110
+100
2422
$647K ﹤0.01%
9,645
+678
2423
$646K ﹤0.01%
22,778
+10,947
2424
$646K ﹤0.01%
+9,062
2425
$645K ﹤0.01%
14,267
+6,249
95 96
97
98 99