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
1201
$1.56M 0.01%
41,211
+5,412
1202
$1.55M 0.01%
45,597
-1,901
1203
$1.55M 0.01%
42,852
+2,183
1204
$1.54M 0.01%
37,110
+15,100
1205
$1.54M 0.01%
59,555
1206
$1.54M 0.01%
65,282
+296
1207
$1.54M 0.01%
55,100
+12,100
1208
$1.54M 0.01%
+39,152
1209
$1.53M 0.01%
49,110
-10,747
1210
$1.53M 0.01%
92,799
+31,585
1211
$1.52M 0.01%
87,616
-11,975
1212
$1.52M 0.01%
57,513
-13,798
1213
$1.52M 0.01%
88,599
-3,498
1214
$1.52M 0.01%
89,017
+4,215
1215
$1.51M 0.01%
48,000
1216
$1.51M 0.01%
51,978
+1,500
1217
$1.51M 0.01%
18,848
+324
1218
$1.5M 0.01%
56,414
+5,143
1219
$1.5M 0.01%
16,366
+3,415
1220
$1.5M 0.01%
172,549
-6,729
1221
$1.5M 0.01%
30,137
+1,868
1222
$1.5M 0.01%
17,036
+14,033
1223
$1.49M 0.01%
34,861
+10,397
1224
$1.49M 0.01%
32,078
+6,198
1225
$1.48M 0.01%
32,507
-472
47 48
49
50 51