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
901
$3.05M 0.01%
59,223
+8,882
902
$3.04M 0.01%
96,810
+13,386
903
$3.03M 0.01%
218,093
+38,483
904
$3.02M 0.01%
165,963
+26,882
905
$3.02M 0.01%
242,272
-8,997
906
$3.01M 0.01%
61,508
+9,817
907
$3M 0.01%
173,815
-2,514
908
$3M 0.01%
116,506
+19,804
909
$2.99M 0.01%
29,624
-4,116
910
$2.98M 0.01%
113,500
+116
911
$2.98M 0.01%
31,135
+977
912
$2.97M 0.01%
274,331
+123,977
913
$2.97M 0.01%
+55,111
914
$2.96M 0.01%
100,136
-1,238
915
$2.96M 0.01%
79,084
-586
916
$2.96M 0.01%
82,100
+200
917
$2.96M 0.01%
109,670
-1,754
918
$2.96M 0.01%
90,974
+4,831
919
$2.96M 0.01%
106,925
+23,212
920
$2.94M 0.01%
18,923
-1,214
921
$2.94M 0.01%
127,615
-23,709
922
$2.92M 0.01%
55,349
+3,209
923
$2.92M 0.01%
182,811
+3,896
924
$2.92M 0.01%
23,805
+1,729
925
$2.92M 0.01%
102,646
-7,803
35 36
37
38 39