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
2426
$645K ﹤0.01%
31,040
+17,808
2427
$643K ﹤0.01%
+14,654
2428
$643K ﹤0.01%
11,268
-1,926
2429
$642K ﹤0.01%
2,133
-10,319
2430
$640K ﹤0.01%
+5,317
2431
$639K ﹤0.01%
8,211
+18
2432
$639K ﹤0.01%
8,668
+2
2433
$638K ﹤0.01%
90,000
2434
$636K ﹤0.01%
9,681
+1,760
2435
$635K ﹤0.01%
15,960
+200
2436
$634K ﹤0.01%
16,284
-3,095
2437
$633K ﹤0.01%
13,950
+1,081
2438
$632K ﹤0.01%
55,797
-10,394
2439
$632K ﹤0.01%
15,097
+913
2440
$631K ﹤0.01%
17,279
-279
2441
$630K ﹤0.01%
4,719
+3,265
2442
$629K ﹤0.01%
17,151
-545
2443
$628K ﹤0.01%
24,225
2444
$628K ﹤0.01%
40,264
+1,056
2445
$627K ﹤0.01%
30,028
+13,778
2446
$627K ﹤0.01%
8,677
+1,002
2447
$624K ﹤0.01%
98,051
+6,686
2448
$623K ﹤0.01%
11,215
-804
2449
$623K ﹤0.01%
22,065
+821
2450
$623K ﹤0.01%
20,297
-2,278
96 97
98
99 100