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
$25.8B
AUM Growth
+$2.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,691
New
Increased
Reduced
Closed

Top Buys

1
+$58.9M
2
+$54M
3
+$50.9M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$44.1M
5
GE icon
GE Aerospace
GE
+$42.4M

Top Sells

1
+$57.7M
2
+$45.7M
3
+$37M
4
KSS icon
Kohl's
KSS
+$35.8M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$30.3M

Sector Composition

1 Healthcare 11.55%
2 Technology 11.36%
3 Financials 11.27%
4 Industrials 9.05%
5 Consumer Staples 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$24M 0.09%
507,323
-34,402
227
$23.9M 0.09%
173,528
-14,054
228
$23.8M 0.09%
1,611,970
+869,340
229
$23.7M 0.09%
259,983
+6,361
230
$23.6M 0.09%
371,668
-21,146
231
$23.5M 0.09%
512,324
+87,084
232
$23.5M 0.09%
392,178
+17,473
233
$23.4M 0.09%
972,506
-13,089
234
$23.3M 0.09%
182,519
-10,530
235
$22.9M 0.09%
333,545
+803
236
$22.7M 0.09%
167,749
-1,227
237
$22.7M 0.09%
271,389
+13,013
238
$22.4M 0.09%
228,780
+21,048
239
$22.3M 0.09%
336,206
+22,607
240
$22.3M 0.09%
247,761
+67,174
241
$22.3M 0.09%
314,609
-522,673
242
$22.3M 0.09%
303,934
+2,360
243
$22.2M 0.09%
214,872
+4,167
244
$22.2M 0.09%
297,507
+46,777
245
$22.1M 0.09%
210,859
+77,901
246
$22M 0.09%
180,903
+25,174
247
$21.7M 0.08%
639,735
+169,254
248
$21.7M 0.08%
1,682,764
+560,944
249
$21.5M 0.08%
481,758
+5,166
250
$21.5M 0.08%
92,383
+4,992
8 9
10
11 12