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
1076
$2.02M 0.01%
39,208
+25,328
1077
$2.02M 0.01%
26,965
-24,679
1078
$2.01M 0.01%
58,186
-137,061
1079
$2M 0.01%
160,172
+853
1080
$2M 0.01%
64,614
-42,963
1081
$1.99M 0.01%
+81,161
1082
$1.99M 0.01%
71,001
-14,179
1083
$1.95M 0.01%
31,501
-1,788
1084
$1.95M 0.01%
+68,297
1085
$1.95M 0.01%
124,814
+99,997
1086
$1.95M 0.01%
29,928
+3,278
1087
$1.94M 0.01%
91,232
-12,552
1088
$1.94M 0.01%
62,125
-337
1089
$1.94M 0.01%
37,681
-8,730
1090
$1.93M 0.01%
43,562
-2,345
1091
$1.93M 0.01%
249,395
+26,070
1092
$1.93M 0.01%
65,893
-32,280
1093
$1.91M 0.01%
+8,144
1094
$1.9M 0.01%
328,606
+80,908
1095
$1.9M 0.01%
220,200
-36,200
1096
$1.9M 0.01%
45,280
-1,805
1097
$1.9M 0.01%
219,675
-2,601
1098
$1.9M 0.01%
70,138
+5,743
1099
$1.9M 0.01%
27,848
-567
1100
$1.89M 0.01%
+90,565
42 43
44
45 46