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
776
$4.14M 0.02%
19,040
+2,579
777
$4.13M 0.02%
82,507
+10,673
778
$4.12M 0.02%
132,309
-2,637
779
$4.11M 0.02%
60,578
+5,363
780
$4.11M 0.02%
118,092
+28,849
781
$4.1M 0.02%
46,052
+123
782
$4.1M 0.02%
198,918
+185,872
783
$4.08M 0.02%
69,344
+33,768
784
$4.08M 0.02%
75,025
+912
785
$4.07M 0.02%
96,794
+28,015
786
$4.06M 0.02%
36,611
-44,331
787
$4.06M 0.02%
127,645
-3,834
788
$4.05M 0.02%
79,712
+758
789
$4.05M 0.02%
156,341
+42,490
790
$4.04M 0.02%
240,550
+14,942
791
$4.04M 0.02%
137,515
+10,565
792
$4.04M 0.02%
27,223
+7,336
793
$4.03M 0.02%
24,408
-9,863
794
$4.03M 0.02%
198,812
-90,532
795
$4.01M 0.02%
73,688
+19,778
796
$3.99M 0.02%
221,983
-16,358
797
$3.98M 0.02%
126,316
+1,776
798
$3.98M 0.02%
54,049
-5,252
799
$3.97M 0.02%
87,601
-5,950
800
$3.97M 0.02%
72,575
+18,220
30 31
32
33 34