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
676
$5.31M 0.02%
62,071
+2,402
677
$5.31M 0.02%
191,624
+119,053
678
$5.26M 0.02%
28,251
-1,002
679
$5.26M 0.02%
83,260
+3,608
680
$5.24M 0.02%
124,387
+23,725
681
$5.21M 0.02%
169,934
+13,715
682
$5.21M 0.02%
205,728
+15,389
683
$5.18M 0.02%
76,075
+13,051
684
$5.13M 0.02%
398,267
+61,053
685
$5.13M 0.02%
86,734
+26,558
686
$5.13M 0.02%
10,704
-411
687
$5.12M 0.02%
61,951
+3,385
688
$5.12M 0.02%
52,820
+9,084
689
$5.06M 0.02%
81,020
+20,021
690
$5.05M 0.02%
306,117
+1,638
691
$5.03M 0.02%
5,117
+252
692
$5.02M 0.02%
140,403
+26,524
693
$5.02M 0.02%
285,815
-649
694
$4.98M 0.02%
375,383
-49,636
695
$4.97M 0.02%
50,529
-5,817
696
$4.96M 0.02%
81,998
-8,841
697
$4.95M 0.02%
111,645
+4,727
698
$4.95M 0.02%
92,799
+26,282
699
$4.95M 0.02%
421,839
+381,278
700
$4.94M 0.02%
309,262
+22,191
26 27
28
29 30