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
76
$79.7M 0.31%
939,838
+33,724
77
$79.5M 0.31%
1,792,443
+131,318
78
$78.2M 0.3%
732,353
+97,120
79
$78M 0.3%
826,563
+17,189
80
$77.9M 0.3%
967,452
+240,283
81
$77.3M 0.3%
1,136,139
-39,142
82
$76.9M 0.3%
287,116
+20,329
83
$75.8M 0.29%
999,628
-25,650
84
$73M 0.28%
881,798
+18,324
85
$71.4M 0.28%
1,147,394
+100,434
86
$71M 0.27%
2,071,800
+215,110
87
$70.4M 0.27%
626,039
-2,448
88
$69.5M 0.27%
405,923
-6,864
89
$69.5M 0.27%
652,917
+15,548
90
$68.9M 0.27%
1,900,198
+87,300
91
$68.8M 0.27%
2,143,580
+126,592
92
$68.5M 0.27%
836,020
+35,864
93
$68.4M 0.26%
2,476,981
+38,258
94
$68.1M 0.26%
487,256
+16,161
95
$67.8M 0.26%
407,259
-47,723
96
$67.3M 0.26%
1,204,720
+222,020
97
$67.2M 0.26%
1,507,881
+115,846
98
$65.5M 0.25%
170,590
+27,321
99
$62.9M 0.24%
1,318,221
+456,100
100
$62.7M 0.24%
578,267
-63,176
2 3
4
5 6