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
101
$61.6M 0.24%
1,471,360
+1,406,163
102
$60.4M 0.23%
254,347
+166,628
103
$60.2M 0.23%
336,828
+459
104
$59.7M 0.23%
709,703
+17,892
105
$59.5M 0.23%
248,974
+37,888
106
$59.1M 0.23%
829,811
-97,223
107
$57.9M 0.22%
539,532
+164,017
108
$56.8M 0.22%
473,693
+23,046
109
$56.7M 0.22%
353,400
+9,777
110
$54.2M 0.21%
1,151,212
+48,924
111
$53.8M 0.21%
1,022,468
+70,896
112
$52M 0.2%
209,607
+2,178
113
$51.4M 0.2%
649,166
-60,731
114
$51M 0.2%
603,770
-49,416
115
$50.7M 0.2%
617,238
+29,739
116
$49.9M 0.19%
1,085,700
-153,125
117
$49.8M 0.19%
620,620
+21,547
118
$49.6M 0.19%
1,305,070
+84,611
119
$49.3M 0.19%
598,299
+67,490
120
$49.3M 0.19%
891,663
-827,058
121
$49.2M 0.19%
424,497
+23,838
122
$49M 0.19%
901,493
-313,728
123
$48.4M 0.19%
733,758
-37,921
124
$48.4M 0.19%
407,517
+23,433
125
$48.2M 0.19%
356,064
+21,476
3 4
5
6 7