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
726
$4.62M 0.02%
128,252
+33,834
727
$4.61M 0.02%
90,184
+61
728
$4.59M 0.02%
141,129
+18,891
729
$4.58M 0.02%
52,626
+1,760
730
$4.58M 0.02%
34,297
+2,284
731
$4.57M 0.02%
535,960
+140,740
732
$4.57M 0.02%
204,647
+35,479
733
$4.56M 0.02%
106,534
-6,346
734
$4.56M 0.02%
192,272
-56,464
735
$4.55M 0.02%
56,475
-199,803
736
$4.55M 0.02%
315,810
+234,820
737
$4.54M 0.02%
124,916
+4,331
738
$4.53M 0.02%
34,944
-1,772
739
$4.52M 0.02%
36,971
-87
740
$4.5M 0.02%
89,082
+3,798
741
$4.5M 0.02%
183,517
+165,581
742
$4.5M 0.02%
104,867
+278
743
$4.49M 0.02%
95,475
-10,172
744
$4.46M 0.02%
51,703
+1,703
745
$4.46M 0.02%
96,117
+5,052
746
$4.45M 0.02%
30,661
+2,556
747
$4.42M 0.02%
5,253
+738
748
$4.41M 0.02%
357,019
-4,290
749
$4.41M 0.02%
184,547
+7,257
750
$4.41M 0.02%
278,382
+16,755
28 29
30
31 32