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
826
$3.68M 0.01%
62,763
+10,463
827
$3.67M 0.01%
37,705
+4,584
828
$3.65M 0.01%
190,843
+19,340
829
$3.65M 0.01%
109,790
+3,196
830
$3.64M 0.01%
61,695
-2,781
831
$3.61M 0.01%
41,956
+2,291
832
$3.61M 0.01%
172,782
-6,374
833
$3.61M 0.01%
54,174
+18,305
834
$3.6M 0.01%
59,635
+2,592
835
$3.59M 0.01%
77,694
+43,976
836
$3.57M 0.01%
145,812
-9,875
837
$3.56M 0.01%
39,969
-1,741
838
$3.55M 0.01%
26,428
+17,403
839
$3.55M 0.01%
209,393
+31,215
840
$3.52M 0.01%
63,242
+11,100
841
$3.52M 0.01%
66,494
-1,538
842
$3.49M 0.01%
100,635
+16,234
843
$3.49M 0.01%
108,224
-3,887
844
$3.49M 0.01%
231,050
-40,461
845
$3.49M 0.01%
127,554
+35,898
846
$3.49M 0.01%
106,555
-147,096
847
$3.49M 0.01%
209,502
+35,949
848
$3.48M 0.01%
35,956
+1,384
849
$3.43M 0.01%
174,966
-190,181
850
$3.43M 0.01%
117,302
-55,891
32 33
34
35 36