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
51
$102M 0.39%
2,462,140
+76,800
52
$98.2M 0.38%
588,434
+21,593
53
$97.8M 0.38%
1,257,685
-15,989
54
$96M 0.37%
1,627,864
-122,782
55
$95.6M 0.37%
2,407,168
-651,217
56
$94.4M 0.37%
829,471
-266,177
57
$92.5M 0.36%
774,708
-24,268
58
$91.9M 0.36%
1,661,324
-6,947
59
$91.8M 0.36%
1,175,463
+6,285
60
$91.6M 0.35%
3,813,255
+43,827
61
$90.9M 0.35%
595,803
+54,043
62
$90.4M 0.35%
766,444
-79,770
63
$88.9M 0.34%
1,340,904
+767,150
64
$88.8M 0.34%
1,846,374
+43,532
65
$88.6M 0.34%
1,480,347
+117,593
66
$88.3M 0.34%
551,281
+44,084
67
$87.7M 0.34%
2,037,852
+230,647
68
$86.1M 0.33%
560,727
+23,191
69
$85.8M 0.33%
3,637,857
+377,456
70
$84.5M 0.33%
1,446,632
+486,451
71
$83.9M 0.32%
1,620,580
-45,849
72
$81.9M 0.32%
901,844
+365,465
73
$81.6M 0.32%
769,897
-49,246
74
$81.5M 0.32%
1,640,131
+81,148
75
$80.8M 0.31%
1,181,486
-200,802
1 2
3
4 5