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
476
$9.59M 0.04%
141,205
+19,601
477
$9.57M 0.04%
70,847
+7,964
478
$9.51M 0.04%
95,096
+31,348
479
$9.48M 0.04%
252,357
+88,658
480
$9.35M 0.04%
173,362
+11,402
481
$9.28M 0.04%
524,085
-52,650
482
$9.2M 0.04%
+178,900
483
$9.19M 0.04%
120,151
+94,168
484
$9.18M 0.04%
79,495
+1,913
485
$9.13M 0.04%
123,663
-1,090
486
$9.07M 0.04%
137,607
+37,822
487
$9.04M 0.04%
357,766
+33,964
488
$9.02M 0.03%
302,171
+1,113
489
$9.01M 0.03%
172,997
+9,984
490
$8.98M 0.03%
45,192
-435
491
$8.96M 0.03%
126,007
+893
492
$8.94M 0.03%
83,757
+6,381
493
$8.9M 0.03%
325,047
-30,232
494
$8.89M 0.03%
150,959
-230,823
495
$8.86M 0.03%
217,864
+19,337
496
$8.86M 0.03%
321,989
+115,740
497
$8.81M 0.03%
109,312
+24,370
498
$8.79M 0.03%
178,827
+44,562
499
$8.78M 0.03%
179,975
-342,852
500
$8.77M 0.03%
296,861
+76,457
18 19
20
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