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
851
$3.43M 0.01%
76,971
+33,230
852
$3.43M 0.01%
472,396
+54,952
853
$3.42M 0.01%
172,358
-11,799
854
$3.42M 0.01%
146,025
+17,067
855
$3.39M 0.01%
54,028
+1,523
856
$3.38M 0.01%
581,579
+63,732
857
$3.38M 0.01%
160,989
+1,192
858
$3.37M 0.01%
25,384
-5,337
859
$3.36M 0.01%
53,094
+3,881
860
$3.35M 0.01%
37,530
+9,145
861
$3.35M 0.01%
166,272
+28,645
862
$3.35M 0.01%
160,768
-42,548
863
$3.34M 0.01%
39,763
+4,747
864
$3.34M 0.01%
32,313
+17,277
865
$3.33M 0.01%
207,543
-55,177
866
$3.33M 0.01%
144,622
+6,822
867
$3.32M 0.01%
36,331
-16,322
868
$3.32M 0.01%
65,854
-10,627
869
$3.32M 0.01%
28,282
+4,097
870
$3.3M 0.01%
225,291
-137,321
871
$3.3M 0.01%
82,744
-898,154
872
$3.27M 0.01%
189,747
+16,675
873
$3.24M 0.01%
129,209
+2,298
874
$3.23M 0.01%
46,506
+7,321
875
$3.21M 0.01%
217,246
-675
33 34
35
36 37