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
576
$7.06M 0.03%
243,043
+13,446
577
$7.04M 0.03%
106,952
-2,429
578
$7.04M 0.03%
32,322
+3,067
579
$6.92M 0.03%
56,257
-309
580
$6.88M 0.03%
1,422,669
+21,260
581
$6.85M 0.03%
513,345
+24,794
582
$6.85M 0.03%
752,349
+355,044
583
$6.81M 0.03%
197,146
+24,967
584
$6.81M 0.03%
51,692
+6,138
585
$6.78M 0.03%
120,845
+19,297
586
$6.75M 0.03%
128,706
+23,581
587
$6.75M 0.03%
20,533
-2,805
588
$6.75M 0.03%
120,903
-5,908
589
$6.74M 0.03%
558,460
-579,360
590
$6.72M 0.03%
103,070
+66,467
591
$6.72M 0.03%
65,472
+893
592
$6.72M 0.03%
366,692
+61,861
593
$6.72M 0.03%
153,785
-135,931
594
$6.71M 0.03%
317,460
+257,698
595
$6.71M 0.03%
288,458
-6,598
596
$6.7M 0.03%
182,080
+20,851
597
$6.65M 0.03%
+286,734
598
$6.63M 0.03%
114,654
-50,516
599
$6.6M 0.03%
119,194
+6,844
600
$6.58M 0.03%
111,655
+6,331
22 23
24
25 26