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
926
$2.92M 0.01%
45,448
+26,617
927
$2.91M 0.01%
36,549
-2,359
928
$2.9M 0.01%
54,721
-10,277
929
$2.89M 0.01%
4,700
-177
930
$2.88M 0.01%
109,481
+54,810
931
$2.88M 0.01%
31,218
-12,325
932
$2.88M 0.01%
208,315
+10,899
933
$2.87M 0.01%
283,353
+8,201
934
$2.87M 0.01%
28,694
-297
935
$2.87M 0.01%
52,610
-4,729
936
$2.86M 0.01%
16,580
+2,234
937
$2.86M 0.01%
38,514
+2,504
938
$2.85M 0.01%
68,037
+40,513
939
$2.85M 0.01%
38,143
-211
940
$2.85M 0.01%
191,353
+58,947
941
$2.84M 0.01%
54,060
+14,145
942
$2.84M 0.01%
39,177
-3,409
943
$2.83M 0.01%
223,273
-36,649
944
$2.83M 0.01%
+167,943
945
$2.83M 0.01%
142,035
+17,471
946
$2.83M 0.01%
58,777
+2,252
947
$2.82M 0.01%
51,965
+7,023
948
$2.81M 0.01%
412,670
+47,580
949
$2.81M 0.01%
58,931
+23,132
950
$2.78M 0.01%
54,344
-23,055
36 37
38
39 40