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
276
$18.7M 0.07%
376,110
+24,277
277
$18.4M 0.07%
340,276
-9,883
278
$18.2M 0.07%
607,599
+26,822
279
$18.2M 0.07%
673,083
-111,908
280
$18M 0.07%
698,078
+264,099
281
$18M 0.07%
302,237
-361,845
282
$18M 0.07%
142,321
-6,948
283
$18M 0.07%
166,468
+40,283
284
$18M 0.07%
537,882
+32,018
285
$17.9M 0.07%
95,998
+56,382
286
$17.9M 0.07%
244,554
+30,712
287
$17.8M 0.07%
786,452
+2,611
288
$17.7M 0.07%
200,767
+31,357
289
$17.7M 0.07%
227,691
+55,088
290
$17.6M 0.07%
199,578
-1,454
291
$17.5M 0.07%
806,278
+58,690
292
$17.3M 0.07%
391,228
-185,611
293
$17.3M 0.07%
289,281
+2,475
294
$17.3M 0.07%
181,026
+10,242
295
$17.2M 0.07%
284,623
-283
296
$17M 0.07%
285,531
-23,090
297
$16.9M 0.07%
244,267
+49,097
298
$16.7M 0.06%
398,478
-13,159
299
$16.7M 0.06%
238,795
+58,314
300
$16.7M 0.06%
649,655
+55,270
10 11
12
13 14