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
376
$12.5M 0.05%
549,721
-74,810
377
$12.5M 0.05%
136,578
+71,847
378
$12.5M 0.05%
217,596
+33,886
379
$12.5M 0.05%
204,791
-12,018
380
$12.5M 0.05%
727,878
-239,608
381
$12.4M 0.05%
239,098
+166,126
382
$12.4M 0.05%
145,433
+66,309
383
$12.3M 0.05%
947,666
+84,225
384
$12.3M 0.05%
198,250
-14,909
385
$12.2M 0.05%
164,018
+26,016
386
$12.2M 0.05%
224,375
+85,790
387
$12.2M 0.05%
731,240
-4,600
388
$12.2M 0.05%
102,743
-26,810
389
$12.2M 0.05%
149,027
-129,875
390
$12.1M 0.05%
616,006
+16,202
391
$12.1M 0.05%
69,725
-35,592
392
$12.1M 0.05%
193,341
+31,238
393
$12.1M 0.05%
121,662
-4,474
394
$11.9M 0.05%
534,835
-14,277
395
$11.9M 0.05%
334,175
+73,594
396
$11.9M 0.05%
301,040
-5,116
397
$11.9M 0.05%
243,668
+28,034
398
$11.8M 0.05%
292,134
+63,671
399
$11.8M 0.05%
220,596
+35,295
400
$11.8M 0.05%
298,510
+40,148
14 15
16
17 18