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
876
$3.21M 0.01%
69,462
-92,156
877
$3.21M 0.01%
170,185
+73,970
878
$3.21M 0.01%
53,500
+1,202
879
$3.21M 0.01%
40,886
+15,943
880
$3.2M 0.01%
37,814
-1,833
881
$3.2M 0.01%
39,723
-1,674
882
$3.2M 0.01%
129,115
+15,604
883
$3.19M 0.01%
89,534
+600
884
$3.19M 0.01%
+100,200
885
$3.19M 0.01%
93,575
+7,027
886
$3.18M 0.01%
114,407
+25,034
887
$3.17M 0.01%
40,167
-1,489
888
$3.17M 0.01%
113,016
+362
889
$3.15M 0.01%
77,212
+3,717
890
$3.14M 0.01%
13,581
+71
891
$3.13M 0.01%
14,287
+1,099
892
$3.13M 0.01%
21,406
-4,543
893
$3.11M 0.01%
30,332
-3,054
894
$3.11M 0.01%
25,873
+4,428
895
$3.09M 0.01%
8,587
+4,777
896
$3.09M 0.01%
219,925
-7,689
897
$3.08M 0.01%
26,891
+2,989
898
$3.07M 0.01%
34,766
-10,711
899
$3.07M 0.01%
58,080
-400
900
$3.05M 0.01%
78,162
+264
34 35
36
37 38