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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
2551
– –
-16,893
2552
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-16,488
2553
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-25,620
2554
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-32,032
2555
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2556
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-10,006
2557
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-3,305
2558
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-36,281
2559
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-9,054
2560
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-394,000
2561
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-818
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-13,318
2563
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-17,200
2564
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-5,673
2565
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-9,081
2566
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-77,964
2567
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-8,479
2568
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-6,597
2569
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-9,478
2570
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-19,353
2571
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-7,614
2572
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2573
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2574
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-8,601
2575
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101 102
103
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