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
2551
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-9,667
2552
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-61,312
2553
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-11,500
2554
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-1,911
2555
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-56,646
2556
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-13,084
2557
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-29,508
2558
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-23,769
2559
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-11,918
2560
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-2,261
2561
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-8,522
2562
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-4,589
2563
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-10,499
2564
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-23,565
2565
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-12,839
2566
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-3,828
2567
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-50,275
2568
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-74,161
2569
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-12,982
2570
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-73,884
2571
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-63,786
2572
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-26,320
2573
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-10,384
2574
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-232,000
2575
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-1,403,433
101 102
103
104 105