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
751
$4.4M 0.02%
102,671
+28,075
752
$4.4M 0.02%
48,965
+3,811
753
$4.4M 0.02%
65,994
-5,536
754
$4.4M 0.02%
397,324
-10,018
755
$4.36M 0.02%
73,551
+52,595
756
$4.36M 0.02%
277,625
-53,455
757
$4.36M 0.02%
53,017
+7,377
758
$4.34M 0.02%
54,130
+10,454
759
$4.33M 0.02%
70,671
-36,965
760
$4.33M 0.02%
204,871
+25,243
761
$4.31M 0.02%
39,336
+9,349
762
$4.3M 0.02%
100,555
+28,588
763
$4.3M 0.02%
93,677
+174
764
$4.29M 0.02%
101,132
+2,573
765
$4.26M 0.02%
85,663
+68,822
766
$4.23M 0.02%
167,888
+133,813
767
$4.21M 0.02%
100,398
-1,992
768
$4.21M 0.02%
110,646
+100,589
769
$4.21M 0.02%
329,568
+5,143
770
$4.21M 0.02%
137,335
-6,896
771
$4.19M 0.02%
99,594
+41,502
772
$4.18M 0.02%
80,264
-3,067
773
$4.17M 0.02%
60,809
+8,482
774
$4.17M 0.02%
69,032
+4,380
775
$4.15M 0.02%
140,526
+5,733
29 30
31
32 33