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
1026
$2.29M 0.01%
58,802
-4,193
1027
$2.28M 0.01%
167,920
+4,209
1028
$2.28M 0.01%
228,769
+40,351
1029
$2.28M 0.01%
51,916
+31,645
1030
$2.28M 0.01%
44,774
-4,683
1031
$2.27M 0.01%
36,428
+1,890
1032
$2.26M 0.01%
23,306
-5,910
1033
$2.25M 0.01%
175,417
+69,910
1034
$2.25M 0.01%
85,000
+10,000
1035
$2.25M 0.01%
16,944
+275
1036
$2.24M 0.01%
119,124
+3,772
1037
$2.23M 0.01%
70,546
+10,923
1038
$2.23M 0.01%
160,495
-49,904
1039
$2.22M 0.01%
72,802
-8,085
1040
$2.22M 0.01%
27,041
-15,101
1041
$2.22M 0.01%
34,065
+20,848
1042
$2.21M 0.01%
87,518
-23,573
1043
$2.21M 0.01%
23,838
-11,456
1044
$2.2M 0.01%
52,693
+587
1045
$2.2M 0.01%
33,112
+24,937
1046
$2.2M 0.01%
50,447
+12,296
1047
$2.19M 0.01%
33,017
+5,245
1048
$2.19M 0.01%
31,803
+3,624
1049
$2.18M 0.01%
107,169
-13,092
1050
$2.17M 0.01%
40,631
+4,007
40 41
42
43 44