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
326
$15.2M 0.06%
115,452
+28,103
327
$15.1M 0.06%
359,097
-1,113
328
$15.1M 0.06%
242,759
-40,920
329
$15M 0.06%
630,813
-16,530
330
$15M 0.06%
93,664
-126,401
331
$14.9M 0.06%
566,634
-31,942
332
$14.8M 0.06%
320,741
-5,790
333
$14.7M 0.06%
302,969
+40,446
334
$14.6M 0.06%
244,473
+42,925
335
$14.4M 0.06%
119,115
-4,391
336
$14.4M 0.06%
317,185
+25,009
337
$14.3M 0.06%
124,823
+10,372
338
$14.3M 0.06%
213,608
+22,916
339
$14.3M 0.06%
228,923
+94,358
340
$14.3M 0.06%
229,015
+17,573
341
$14.2M 0.06%
330,855
-23,713
342
$14.1M 0.05%
301,815
-50,951
343
$14M 0.05%
515,398
-142,402
344
$14M 0.05%
307,454
+92,374
345
$14M 0.05%
593,489
+89,988
346
$14M 0.05%
216,990
+1,130
347
$13.9M 0.05%
412,624
+39,564
348
$13.9M 0.05%
276,211
+25,763
349
$13.9M 0.05%
136,879
-255,159
350
$13.9M 0.05%
340,075
+17,320
12 13
14
15 16