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
501
$8.75M 0.03%
101,619
+6,717
502
$8.72M 0.03%
175,702
+55,762
503
$8.69M 0.03%
779,063
-72,266
504
$8.69M 0.03%
193,874
-52,770
505
$8.64M 0.03%
202,517
+29,084
506
$8.64M 0.03%
75,393
+7,834
507
$8.62M 0.03%
164,900
+21,426
508
$8.56M 0.03%
52,885
-4,069
509
$8.54M 0.03%
110,965
-3,989
510
$8.54M 0.03%
162,716
+7,151
511
$8.51M 0.03%
98,511
+15,102
512
$8.48M 0.03%
105,642
+1,253
513
$8.48M 0.03%
185,925
+141,420
514
$8.46M 0.03%
59,733
-568
515
$8.45M 0.03%
101,118
-21,404
516
$8.44M 0.03%
340,569
+38,715
517
$8.42M 0.03%
185,985
+145,634
518
$8.38M 0.03%
254,895
-19,737
519
$8.37M 0.03%
69,569
+13,234
520
$8.31M 0.03%
850,989
+503,436
521
$8.31M 0.03%
127,174
+77,503
522
$8.31M 0.03%
84,670
-8,564
523
$8.3M 0.03%
323,497
+46,668
524
$8.3M 0.03%
63,211
-1,192
525
$8.29M 0.03%
110,852
+17,527
19 20
21
22 23