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
651
$5.73M 0.02%
116,503
-143
652
$5.71M 0.02%
4,618
+723
653
$5.7M 0.02%
672,741
+15,933
654
$5.67M 0.02%
107,745
+224
655
$5.62M 0.02%
86,328
+13,417
656
$5.62M 0.02%
280,465
-67,314
657
$5.59M 0.02%
91,719
-4,262
658
$5.54M 0.02%
195,388
+31,948
659
$5.53M 0.02%
46,292
+2,337
660
$5.51M 0.02%
46,604
+6,369
661
$5.51M 0.02%
175,278
-28,257
662
$5.49M 0.02%
12,109
-1,250
663
$5.48M 0.02%
163,607
-10,249
664
$5.45M 0.02%
93,784
-10,997
665
$5.42M 0.02%
237,007
+2,756
666
$5.41M 0.02%
58,034
+11,956
667
$5.41M 0.02%
39,536
+6,824
668
$5.41M 0.02%
172,120
+28,083
669
$5.4M 0.02%
88,402
+351
670
$5.38M 0.02%
104,999
+21,279
671
$5.37M 0.02%
32,628
+6,047
672
$5.36M 0.02%
296,836
+36,559
673
$5.36M 0.02%
236,531
+22,419
674
$5.35M 0.02%
90,051
+2,768
675
$5.33M 0.02%
156,035
+2,154
25 26
27
28 29