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
301
$16.5M 0.06%
519,246
+6,398
302
$16.4M 0.06%
146,285
-245,536
303
$16.2M 0.06%
144,587
+636
304
$16.2M 0.06%
211,034
+1,755
305
$16.2M 0.06%
183,782
+11,182
306
$16.2M 0.06%
114,769
-20,532
307
$16M 0.06%
923,765
-40,627
308
$16M 0.06%
85,551
+19,125
309
$16M 0.06%
854,543
+13,281
310
$15.9M 0.06%
270,615
+38,721
311
$15.9M 0.06%
405,430
-15,665
312
$15.9M 0.06%
263,005
+101,475
313
$15.9M 0.06%
373,714
+20,452
314
$15.8M 0.06%
274,313
+25,294
315
$15.8M 0.06%
319,250
+57,493
316
$15.8M 0.06%
486,229
+3,145
317
$15.7M 0.06%
144,098
+41,289
318
$15.6M 0.06%
664,998
+103,197
319
$15.5M 0.06%
49,804
+5,544
320
$15.4M 0.06%
322,596
+87,197
321
$15.4M 0.06%
74,594
-2,039
322
$15.3M 0.06%
166,308
+23,317
323
$15.3M 0.06%
185,534
+7,880
324
$15.2M 0.06%
608,116
+51,204
325
$15.2M 0.06%
161,691
-1,581
11 12
13
14 15