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
526
$8.24M 0.03%
473,024
+90,114
527
$8.23M 0.03%
263,122
-60,053
528
$8.22M 0.03%
346,094
+49,679
529
$8.21M 0.03%
49,757
+7,583
530
$8.19M 0.03%
180,733
-14,730
531
$8.15M 0.03%
273,873
+22,344
532
$8.13M 0.03%
104,995
+9,583
533
$8.13M 0.03%
242,118
+27,335
534
$8.11M 0.03%
56,879
+2,177
535
$8.1M 0.03%
58,105
+4,875
536
$8.09M 0.03%
248,312
+28,647
537
$8.05M 0.03%
99,362
-1,730
538
$8.04M 0.03%
321,999
-14,753
539
$8.02M 0.03%
234,911
+48,858
540
$7.99M 0.03%
83,213
-3,459
541
$7.98M 0.03%
95,332
-207,171
542
$7.98M 0.03%
375,648
+108,320
543
$7.93M 0.03%
85,808
+11,795
544
$7.9M 0.03%
60,252
+2,347
545
$7.9M 0.03%
59,545
+2,208
546
$7.87M 0.03%
39,314
+33,419
547
$7.87M 0.03%
429,306
+67,852
548
$7.85M 0.03%
230,777
+130,735
549
$7.83M 0.03%
395,831
+72,509
550
$7.8M 0.03%
102,503
+9,129
20 21
22
23 24