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
351
$13.8M 0.05%
5,072,320
+997,840
352
$13.8M 0.05%
292,559
+88,844
353
$13.7M 0.05%
90,614
+13,337
354
$13.7M 0.05%
149,193
+26,562
355
$13.6M 0.05%
1,173,913
+99,920
356
$13.6M 0.05%
1,587,200
+91,066
357
$13.6M 0.05%
268,682
+42,361
358
$13.5M 0.05%
393,829
-27,851
359
$13.5M 0.05%
7,573
+46
360
$13.4M 0.05%
279,172
+45,898
361
$13.3M 0.05%
169,244
-22,679
362
$13.3M 0.05%
4,106,851
-59,810
363
$13.3M 0.05%
348,539
-8,052
364
$13.2M 0.05%
53
+9
365
$13.2M 0.05%
302,488
-25,631
366
$13.1M 0.05%
77,588
+5,080
367
$13.1M 0.05%
106,250
-4,674
368
$13M 0.05%
354,910
+57,767
369
$12.9M 0.05%
410,366
+7,026
370
$12.9M 0.05%
173,791
+36,756
371
$12.9M 0.05%
84,324
+13,697
372
$12.8M 0.05%
150,208
+25,510
373
$12.8M 0.05%
222,442
-4,620
374
$12.8M 0.05%
617,628
+243,222
375
$12.6M 0.05%
235,779
-29,999
13 14
15
16 17