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
701
$4.94M 0.02%
331,244
+125,870
702
$4.93M 0.02%
106,341
+189
703
$4.93M 0.02%
403,075
+149,004
704
$4.89M 0.02%
59,130
+17,211
705
$4.89M 0.02%
365,881
+4,874
706
$4.87M 0.02%
320,996
+143,715
707
$4.86M 0.02%
71,691
+415
708
$4.86M 0.02%
322,286
-204,648
709
$4.86M 0.02%
248,292
-133,994
710
$4.82M 0.02%
153,441
+21,351
711
$4.82M 0.02%
16,851
+2,302
712
$4.8M 0.02%
55,253
+1,921
713
$4.78M 0.02%
45,160
-2,678
714
$4.78M 0.02%
65,581
+3,571
715
$4.77M 0.02%
616,544
+56,112
716
$4.77M 0.02%
53,755
-9,901
717
$4.76M 0.02%
114,442
+60,913
718
$4.75M 0.02%
64,940
-3,594
719
$4.75M 0.02%
144,331
+75,698
720
$4.68M 0.02%
54,283
+1,433
721
$4.66M 0.02%
212,354
+37,709
722
$4.64M 0.02%
82,167
+6,845
723
$4.63M 0.02%
162,138
+5,607
724
$4.63M 0.02%
102,969
+45,140
725
$4.63M 0.02%
272,989
+213,883
27 28
29
30 31