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
626
$6.09M 0.02%
119,552
+9,577
627
$6.08M 0.02%
5,101
+179
628
$6.08M 0.02%
99,028
-19,253
629
$6.05M 0.02%
282,017
+8,256
630
$6.03M 0.02%
163,869
+57,024
631
$6M 0.02%
2,373
+565
632
$6M 0.02%
61,163
-15,521
633
$6M 0.02%
890,380
-80,120
634
$5.94M 0.02%
115,071
+32,005
635
$5.94M 0.02%
188,637
+29,346
636
$5.93M 0.02%
60,639
-6,792
637
$5.91M 0.02%
145,428
638
$5.9M 0.02%
793,626
+47,069
639
$5.89M 0.02%
194,875
-10,367
640
$5.83M 0.02%
108,461
+17,353
641
$5.83M 0.02%
80,391
-337
642
$5.82M 0.02%
112,336
+95,355
643
$5.82M 0.02%
157,980
+146,232
644
$5.81M 0.02%
48,141
-3,883
645
$5.78M 0.02%
306,786
-438,162
646
$5.77M 0.02%
131,172
+47,291
647
$5.77M 0.02%
4,835
+1,078
648
$5.76M 0.02%
67,635
+4,482
649
$5.75M 0.02%
865,459
+234,004
650
$5.75M 0.02%
34,347
+3,385
24 25
26
27 28