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
26
$153M 0.59%
1,040,145
-44,581
27
$151M 0.59%
1,215,960
+32,748
28
$150M 0.58%
693,615
+27,780
29
$146M 0.56%
1,124,605
+60,017
30
$146M 0.56%
1,637,631
+67,625
31
$142M 0.55%
3,922,527
+553,793
32
$141M 0.55%
3,565,764
+54,614
33
$138M 0.53%
1,220,366
+48,615
34
$129M 0.5%
1,008,397
+72,495
35
$126M 0.49%
3,828,812
+456,744
36
$125M 0.49%
2,822,260
+932,040
37
$124M 0.48%
872,937
+62,588
38
$124M 0.48%
909,531
+72,366
39
$122M 0.47%
725,269
+20,415
40
$121M 0.47%
1,071,463
-39,190
41
$121M 0.47%
3,088,521
+690,399
42
$120M 0.46%
972,864
+130,578
43
$116M 0.45%
2,247,306
-7,308
44
$116M 0.45%
1,637,461
+11,596
45
$111M 0.43%
964,395
+348,511
46
$110M 0.43%
673,962
+66,740
47
$110M 0.42%
1,393,955
+152,785
48
$109M 0.42%
1,364,436
+27,425
49
$106M 0.41%
1,204,912
+304,350
50
$104M 0.4%
788,546
+481
1
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