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
976
$2.64M 0.01%
18,975
-583
977
$2.63M 0.01%
41,493
+9,488
978
$2.63M 0.01%
40,032
+8,796
979
$2.62M 0.01%
19,004
-5,309
980
$2.62M 0.01%
182,795
-11,337
981
$2.62M 0.01%
161,065
+14,907
982
$2.62M 0.01%
39,955
+1,083
983
$2.62M 0.01%
37,799
-3,746
984
$2.61M 0.01%
2,682
-229
985
$2.61M 0.01%
51,971
+193
986
$2.6M 0.01%
47,702
+1,031
987
$2.59M 0.01%
56,418
-5,325
988
$2.57M 0.01%
55,064
+4,679
989
$2.57M 0.01%
12,614
-3,453
990
$2.57M 0.01%
68,791
-28,167
991
$2.55M 0.01%
59,629
+16,679
992
$2.52M 0.01%
51,442
+14,765
993
$2.51M 0.01%
27,902
-3,400
994
$2.51M 0.01%
39,755
+22,069
995
$2.51M 0.01%
180,247
+12,054
996
$2.5M 0.01%
24,194
+20,546
997
$2.5M 0.01%
51,261
-1,130
998
$2.49M 0.01%
32,371
+4,694
999
$2.48M 0.01%
23,954
-29,917
1000
$2.48M 0.01%
40,862
+12,182
38 39
40
41 42