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
951
$2.78M 0.01%
98,828
+17,324
952
$2.78M 0.01%
149,886
-81,958
953
$2.77M 0.01%
83,955
-867
954
$2.75M 0.01%
61,541
+2,975
955
$2.75M 0.01%
54,610
+5,218
956
$2.75M 0.01%
45,772
+15,039
957
$2.75M 0.01%
70,850
+35,200
958
$2.74M 0.01%
56,694
+176
959
$2.74M 0.01%
52,118
+1,500
960
$2.74M 0.01%
152,198
+25,144
961
$2.73M 0.01%
54,295
+39,202
962
$2.73M 0.01%
88,385
-12,063
963
$2.73M 0.01%
146,352
+21,947
964
$2.7M 0.01%
67,750
+17,426
965
$2.69M 0.01%
110,164
+15,055
966
$2.69M 0.01%
100,720
-9,669
967
$2.69M 0.01%
42,387
+5,030
968
$2.67M 0.01%
59,665
+811
969
$2.67M 0.01%
53,150
-1,208
970
$2.67M 0.01%
43,913
+2,493
971
$2.66M 0.01%
36,677
+7,491
972
$2.65M 0.01%
107,937
+26,418
973
$2.65M 0.01%
94,507
-890
974
$2.65M 0.01%
146,904
+1,815
975
$2.65M 0.01%
+101,661
37 38
39
40 41