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
801
$3.96M 0.02%
4,511
-287
802
$3.96M 0.02%
+193,360
803
$3.95M 0.02%
188,662
+20,016
804
$3.94M 0.02%
+61,442
805
$3.93M 0.02%
211,125
+53,040
806
$3.91M 0.02%
54,221
-3,323
807
$3.9M 0.02%
25,195
+3,611
808
$3.9M 0.02%
84,036
+11,981
809
$3.89M 0.02%
229,607
-2,286
810
$3.88M 0.02%
44,800
-623
811
$3.87M 0.02%
289,124
+3,017
812
$3.87M 0.02%
60,084
-13,491
813
$3.86M 0.02%
75,137
+1,829
814
$3.85M 0.01%
95,344
+1,085
815
$3.84M 0.01%
39,134
-56,525
816
$3.83M 0.01%
116,442
-10,457
817
$3.83M 0.01%
130,998
-89,954
818
$3.81M 0.01%
134,444
+47,571
819
$3.75M 0.01%
60,325
-60,507
820
$3.74M 0.01%
270,575
+79,025
821
$3.74M 0.01%
34,605
-1,924
822
$3.74M 0.01%
463,924
-1,594
823
$3.69M 0.01%
252,017
+25,701
824
$3.69M 0.01%
39,546
+10,542
825
$3.68M 0.01%
63,841
-9,597
31 32
33
34 35