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
1126
$1.81M 0.01%
155,164
-97,048
1127
$1.8M 0.01%
51,084
+40,115
1128
$1.8M 0.01%
15,100
+337
1129
$1.8M 0.01%
22,816
-2,803
1130
$1.79M 0.01%
42,014
-386
1131
$1.79M 0.01%
58,367
+21,977
1132
$1.79M 0.01%
41,331
+19,022
1133
$1.79M 0.01%
65,692
+10,197
1134
$1.78M 0.01%
53,435
+7,540
1135
$1.78M 0.01%
+69,264
1136
$1.78M 0.01%
86,090
+1,930
1137
$1.78M 0.01%
91,124
+10,343
1138
$1.77M 0.01%
9,656
+2,847
1139
$1.77M 0.01%
137,186
+5,095
1140
$1.76M 0.01%
19,477
+12,017
1141
$1.76M 0.01%
195,796
-16
1142
$1.75M 0.01%
41,120
+20,770
1143
$1.74M 0.01%
+414,611
1144
$1.74M 0.01%
35,717
-1,665
1145
$1.73M 0.01%
70,661
+53,871
1146
$1.73M 0.01%
43,137
+12,616
1147
$1.73M 0.01%
58,081
+1,809
1148
$1.72M 0.01%
68,346
+13,620
1149
$1.72M 0.01%
34,148
+1,981
1150
$1.72M 0.01%
16,684
-1,441
44 45
46
47 48