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
251
$21.2M 0.08%
265,401
+17,132
252
$21.1M 0.08%
407,190
-18,892
253
$20.9M 0.08%
262,366
+72,095
254
$20.8M 0.08%
518,108
+1,404
255
$20.8M 0.08%
533,832
+21,880
256
$20.7M 0.08%
171,176
-98,763
257
$20.6M 0.08%
148,359
+82,698
258
$20.5M 0.08%
257,861
-13,919
259
$20.5M 0.08%
193,845
-25,606
260
$20.3M 0.08%
416,552
-19,776
261
$20.2M 0.08%
423,908
-65,843
262
$20M 0.08%
490,438
-11,513
263
$19.9M 0.08%
676,175
-97,096
264
$19.9M 0.08%
449,130
+18,964
265
$19.6M 0.08%
621,628
+47,348
266
$19.5M 0.08%
658,773
+349,758
267
$19.5M 0.08%
300,133
+52,461
268
$19.5M 0.08%
262,065
+34,473
269
$19.4M 0.08%
305,456
+22,955
270
$19.3M 0.07%
264,499
+115,443
271
$19.1M 0.07%
210,146
-31,073
272
$19.1M 0.07%
234,806
-20,866
273
$19.1M 0.07%
175,344
+5,615
274
$19M 0.07%
490,737
+17,011
275
$19M 0.07%
1,155,891
+1,065,053
9 10
11
12 13