Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$59.4M
2
+$54.7M
3
+$51.3M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$43.9M
5
GE icon
GE Aerospace
GE
+$42.9M

Top Sells

1
+$57.7M
2
+$51.5M
3
+$36.7M
4
WELL icon
Welltower
WELL
+$35.3M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$29.5M

Sector Composition

1 Healthcare 11.55%
2 Technology 11.35%
3 Financials 11.27%
4 Industrials 9.06%
5 Consumer Staples 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$1.63M 0.01%
32,681
+22,961
1177
$1.62M 0.01%
39,155
+6,927
1178
$1.62M 0.01%
415,279
1179
$1.62M 0.01%
84,475
+10,839
1180
$1.62M 0.01%
14,538
-647
1181
$1.62M 0.01%
185,758
-1,790
1182
$1.61M 0.01%
122,036
+4,015
1183
$1.61M 0.01%
63,410
+2,849
1184
$1.61M 0.01%
17,157
-499
1185
$1.61M 0.01%
255,827
-1,856
1186
$1.61M 0.01%
51,301
+831
1187
$1.6M 0.01%
161,618
+1,999
1188
$1.59M 0.01%
115,225
+50,495
1189
$1.59M 0.01%
69,628
+12,498
1190
$1.59M 0.01%
8,083
+190
1191
$1.59M 0.01%
273,839
-24,865
1192
$1.58M 0.01%
14,156
-2
1193
$1.58M 0.01%
62,811
+53,450
1194
$1.57M 0.01%
60,254
-4,550
1195
$1.57M 0.01%
33,411
-88
1196
$1.57M 0.01%
104,115
+1,853
1197
$1.57M 0.01%
51,460
+30,627
1198
$1.57M 0.01%
59,088
+1,726
1199
$1.57M 0.01%
37,610
+26,369
1200
$1.56M 0.01%
+45,345
46 47
48
49 50