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Stifel Financial

Stifel Financial Portfolio holdings

AUM $109B
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
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
+$59.4M
2
+$54.7M
3
+$51.3M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$43.9M
5
GE icon
GE Aerospace
GE
+$42.9M

Top Sells

1
+$57.7M
2
+$51.5M
3
+$36.7M
4
WELL icon
Welltower
WELL
+$35.3M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$29.5M

Sector Composition

1 Healthcare 11.55%
2 Technology 11.35%
3 Financials 11.27%
4 Industrials 9.06%
5 Consumer Staples 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
– –
-12,559
2527
– –
-3,463
2528
– –
-4,952
2529
– –
-3,853
2530
– –
-1,812
2531
– –
-2,200
2532
– –
-2,491
2533
– –
-2,504
2534
– –
-142,726
2535
– –
-173,537
2536
– –
-9,653
2537
– –
-17,044
2538
– –
-53,319
2539
– –
-165,770
2540
– –
-31,169
2541
– –
-39,356
2542
– –
-57,577
2543
– –
-93,502
2544
– –
-4,534
2545
– –
-14,452
2546
– –
-4,824
2547
– –
-62,978
2548
– –
-17,560
2549
– –
-5,560
2550
– –
-33,062
100 101
102
103 104