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
551
$7.79M 0.03%
226,765
+132,391
552
$7.79M 0.03%
10,769
-2,243
553
$7.77M 0.03%
71,524
-2,977
554
$7.74M 0.03%
104,759
+14,433
555
$7.63M 0.03%
158,968
+45,658
556
$7.62M 0.03%
200,490
+1,424
557
$7.61M 0.03%
295,004
+203,141
558
$7.5M 0.03%
394,247
+10,752
559
$7.44M 0.03%
69,576
-395
560
$7.44M 0.03%
164,198
+3,488
561
$7.43M 0.03%
608,276
+99,016
562
$7.41M 0.03%
66,637
+7,678
563
$7.3M 0.03%
303,800
-12,443
564
$7.26M 0.03%
90,023
+71,509
565
$7.26M 0.03%
+145,361
566
$7.25M 0.03%
309,986
-44,747
567
$7.25M 0.03%
137,702
+31,899
568
$7.25M 0.03%
305,691
+56,806
569
$7.22M 0.03%
860,936
+817,307
570
$7.21M 0.03%
539,049
+168,754
571
$7.13M 0.03%
34,563
-31,106
572
$7.12M 0.03%
+437,864
573
$7.11M 0.03%
239,897
+17,063
574
$7.09M 0.03%
130,923
-1,584
575
$7.07M 0.03%
+91,788
21 22
23
24 25