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
2451
$621K ﹤0.01%
2,620
+637
2452
$621K ﹤0.01%
+27,471
2453
$621K ﹤0.01%
15,266
-19
2454
$620K ﹤0.01%
13,986
+1,620
2455
$620K ﹤0.01%
41,685
+4,294
2456
$620K ﹤0.01%
30,569
+23
2457
$619K ﹤0.01%
38,862
+18,850
2458
$618K ﹤0.01%
63,748
+50,928
2459
$617K ﹤0.01%
7,820
+419
2460
$617K ﹤0.01%
15,090
+9,510
2461
$616K ﹤0.01%
6,301
+164
2462
$615K ﹤0.01%
9,517
+2,350
2463
$610K ﹤0.01%
58,650
+3,932
2464
$610K ﹤0.01%
7,507
-344
2465
$610K ﹤0.01%
15,252
+2,336
2466
$607K ﹤0.01%
39,590
-517,415
2467
$606K ﹤0.01%
19,805
-2,921
2468
$605K ﹤0.01%
16,035
-665
2469
$603K ﹤0.01%
13,958
-766
2470
$602K ﹤0.01%
26,060
+1,343
2471
$601K ﹤0.01%
11,169
-6,914
2472
$600K ﹤0.01%
13,632
-600
2473
$600K ﹤0.01%
12,847
-796
2474
$600K ﹤0.01%
42,431
-790
2475
$599K ﹤0.01%
1,897
+1,074
97 98
99
100 101