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
426
$11M 0.04%
354,543
+59,639
427
$11M 0.04%
352,577
+5,567
428
$11M 0.04%
278,752
+21,808
429
$11M 0.04%
306,137
+50,598
430
$11M 0.04%
853,630
-87,090
431
$10.9M 0.04%
96,289
+22,071
432
$10.9M 0.04%
202,934
-4,792
433
$10.9M 0.04%
236,594
+9,147
434
$10.9M 0.04%
98,360
+18,531
435
$10.9M 0.04%
1,328,482
+141,032
436
$10.8M 0.04%
467,320
+316,848
437
$10.8M 0.04%
211,099
+2,857
438
$10.8M 0.04%
226,395
+122,265
439
$10.8M 0.04%
250,880
+8,405
440
$10.7M 0.04%
220,814
+8,550
441
$10.6M 0.04%
104,538
+17,410
442
$10.6M 0.04%
126,656
+5,710
443
$10.6M 0.04%
328,220
+20,267
444
$10.6M 0.04%
172,602
-7,208
445
$10.5M 0.04%
222,884
+33,874
446
$10.5M 0.04%
121,523
+8,402
447
$10.5M 0.04%
129,319
+3,114
448
$10.4M 0.04%
63,691
-8,434
449
$10.4M 0.04%
610,570
+13,527
450
$10.4M 0.04%
585,052
+972
16 17
18
19 20