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
1151
$1.71M 0.01%
26,339
+234
1152
$1.71M 0.01%
63,362
-2,104
1153
$1.71M 0.01%
28,898
+5,405
1154
$1.7M 0.01%
46,800
+22,377
1155
$1.7M 0.01%
66,707
+12,890
1156
$1.7M 0.01%
57,970
+10,104
1157
$1.69M 0.01%
44,163
+6,124
1158
$1.69M 0.01%
74,506
+1,109
1159
$1.68M 0.01%
24,170
-57
1160
$1.67M 0.01%
168,006
-99,120
1161
$1.67M 0.01%
87,343
-3,459
1162
$1.66M 0.01%
28,711
-3,945
1163
$1.66M 0.01%
13,916
+914
1164
$1.66M 0.01%
43,041
+3,195
1165
$1.66M 0.01%
17,240
+1,729
1166
$1.66M 0.01%
39,733
-215
1167
$1.66M 0.01%
61,387
-238
1168
$1.65M 0.01%
13,062
+1,211
1169
$1.65M 0.01%
30,991
+10,876
1170
$1.65M 0.01%
43,429
+13,642
1171
$1.64M 0.01%
23,982
+17,342
1172
$1.64M 0.01%
51,639
+6,567
1173
$1.64M 0.01%
163,915
+20,415
1174
$1.64M 0.01%
36,804
-4,035
1175
$1.63M 0.01%
57,698
-985
45 46
47
48 49