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
601
$6.57M 0.03%
421,713
-12,423
602
$6.55M 0.03%
101,002
+17,851
603
$6.55M 0.03%
126,735
-63,667
604
$6.53M 0.03%
256,431
-193,259
605
$6.52M 0.03%
103,907
+4,409
606
$6.51M 0.03%
176,298
+27,729
607
$6.48M 0.03%
122,718
+19,971
608
$6.44M 0.02%
190,248
+169,011
609
$6.41M 0.02%
203,960
+434
610
$6.38M 0.02%
268,705
+30,370
611
$6.38M 0.02%
123,959
-10,989
612
$6.36M 0.02%
66,859
+1,977
613
$6.36M 0.02%
303,564
+19,345
614
$6.36M 0.02%
148,293
+15,091
615
$6.34M 0.02%
213,639
+19,611
616
$6.33M 0.02%
337,146
+302,655
617
$6.3M 0.02%
97,060
+3,447
618
$6.3M 0.02%
148,900
+138,942
619
$6.24M 0.02%
718,203
+123,562
620
$6.15M 0.02%
89,130
+432
621
$6.13M 0.02%
50,555
-38,073
622
$6.13M 0.02%
75,388
+11,480
623
$6.13M 0.02%
231,025
+5,519
624
$6.12M 0.02%
140,704
+127,109
625
$6.1M 0.02%
127,488
-2,796
23 24
25
26 27