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
451
$10.3M 0.04%
323,573
-23,305
452
$10.3M 0.04%
199,699
+31,995
453
$10.3M 0.04%
150,987
-12,484
454
$10.3M 0.04%
111,278
+33,045
455
$10.2M 0.04%
381,546
-485,592
456
$10.2M 0.04%
187,702
+35,866
457
$10.1M 0.04%
216,672
+21,700
458
$10.1M 0.04%
145,604
+110,638
459
$10.1M 0.04%
206,269
+14,252
460
$10.1M 0.04%
256,396
+46,630
461
$10.1M 0.04%
226,564
+35,082
462
$10M 0.04%
194,336
+4,068
463
$9.99M 0.04%
60,171
+53,059
464
$9.97M 0.04%
220,191
+172,012
465
$9.94M 0.04%
175,802
+33,451
466
$9.93M 0.04%
101,118
+3,038
467
$9.93M 0.04%
358,480
+65,100
468
$9.89M 0.04%
108,807
-11,387
469
$9.79M 0.04%
421,505
+150,927
470
$9.76M 0.04%
329,727
+316,770
471
$9.75M 0.04%
408,500
+61,504
472
$9.7M 0.04%
174,806
-281
473
$9.69M 0.04%
218,589
+13,642
474
$9.67M 0.04%
71,850
+12,478
475
$9.62M 0.04%
93,982
+6,699
17 18
19
20 21