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
1226
$1.48M 0.01%
34,969
+28,037
1227
$1.48M 0.01%
91,766
+9,653
1228
$1.47M 0.01%
38,854
+6,941
1229
$1.47M 0.01%
42,066
-7,949
1230
$1.47M 0.01%
51,591
+1,591
1231
$1.47M 0.01%
39,402
+4,856
1232
$1.47M 0.01%
45,195
+28,722
1233
$1.46M 0.01%
177,431
-4,995
1234
$1.46M 0.01%
38,952
+1,355
1235
$1.46M 0.01%
24,815
+633
1236
$1.46M 0.01%
15,909
+11,362
1237
$1.46M 0.01%
102,774
+1,083
1238
$1.45M 0.01%
+100,963
1239
$1.45M 0.01%
192,780
1240
$1.45M 0.01%
30,653
-1,718
1241
$1.45M 0.01%
97,245
+2,210
1242
$1.45M 0.01%
18,871
-155
1243
$1.44M 0.01%
23,609
-2,230
1244
$1.44M 0.01%
9,288
-1,284
1245
$1.44M 0.01%
56,172
+8,529
1246
$1.44M 0.01%
83,582
+30,205
1247
$1.43M 0.01%
73,723
1248
$1.43M 0.01%
45,323
+1,545
1249
$1.43M 0.01%
107,013
+2,901
1250
$1.43M 0.01%
40,860
-39,534
48 49
50
51 52