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
1101
$1.88M 0.01%
+41,907
1102
$1.88M 0.01%
126,250
-724
1103
$1.88M 0.01%
+59,376
1104
$1.88M 0.01%
+47,424
1105
$1.86M 0.01%
37,812
-3,050
1106
$1.85M 0.01%
79,395
+34,373
1107
$1.85M 0.01%
34,969
+289
1108
$1.85M 0.01%
110,268
+7,592
1109
$1.85M 0.01%
22,975
+1,962
1110
$1.85M 0.01%
107,194
+21,657
1111
$1.85M 0.01%
226,405
+6,015
1112
$1.84M 0.01%
96,774
+2,759
1113
$1.84M 0.01%
14,615
-5,514
1114
$1.84M 0.01%
50,286
+1,745
1115
$1.84M 0.01%
33,213
+74
1116
$1.83M 0.01%
74,750
-989
1117
$1.83M 0.01%
66,520
+53,721
1118
$1.83M 0.01%
19,911
-1,847
1119
$1.82M 0.01%
21,370
-3,437
1120
$1.82M 0.01%
201,173
+17,294
1121
$1.82M 0.01%
22,439
+472
1122
$1.81M 0.01%
243,834
+63,199
1123
$1.81M 0.01%
89,516
+55,039
1124
$1.81M 0.01%
15,040
+4,094
1125
$1.81M 0.01%
169,185
+26,504
43 44
45
46 47