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
401
$11.8M 0.05%
147,083
+25,715
402
$11.7M 0.05%
213,581
+49,754
403
$11.7M 0.05%
267,770
+14,997
404
$11.7M 0.05%
171,968
+2,898
405
$11.6M 0.05%
317,683
+51,434
406
$11.6M 0.05%
192,891
+14,373
407
$11.5M 0.04%
743,928
-48,723
408
$11.5M 0.04%
230,615
+61,135
409
$11.5M 0.04%
236,169
+36,749
410
$11.4M 0.04%
190,940
+43,236
411
$11.4M 0.04%
359,084
-121,092
412
$11.3M 0.04%
236,877
-28
413
$11.3M 0.04%
188,574
+41,087
414
$11.3M 0.04%
229,426
-34,721
415
$11.3M 0.04%
192,325
+3,953
416
$11.2M 0.04%
348,974
+6,267
417
$11.2M 0.04%
276,847
+37,038
418
$11.2M 0.04%
360,447
+125,093
419
$11.2M 0.04%
210,253
+65,049
420
$11.2M 0.04%
143,384
-12,610
421
$11.2M 0.04%
258,654
+39,940
422
$11.1M 0.04%
460,794
-5,129
423
$11.1M 0.04%
377,834
+52,020
424
$11.1M 0.04%
381,536
+56,237
425
$11M 0.04%
100,668
+7,693
15 16
17
18 19