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
1251
$1.42M 0.01%
56,145
-790
1252
$1.42M 0.01%
57,116
+5,392
1253
$1.41M 0.01%
65,381
+41,747
1254
$1.41M 0.01%
54,327
-760
1255
$1.41M 0.01%
79,241
+41,035
1256
$1.41M 0.01%
32,258
+5,315
1257
$1.4M 0.01%
27,592
+17,673
1258
$1.4M 0.01%
162,416
-43,467
1259
$1.4M 0.01%
90,000
1260
$1.4M 0.01%
23,358
+3,745
1261
$1.39M 0.01%
82,820
-2,665
1262
$1.39M 0.01%
24,275
+13,301
1263
$1.39M 0.01%
+36,064
1264
$1.38M 0.01%
95,958
+1,399
1265
$1.38M 0.01%
91,262
+20,778
1266
$1.38M 0.01%
66,577
-2,514
1267
$1.38M 0.01%
+47,904
1268
$1.38M 0.01%
33,679
-19,551
1269
$1.38M 0.01%
19,492
-762
1270
$1.38M 0.01%
84,936
+8,966
1271
$1.38M 0.01%
42,085
-662
1272
$1.37M 0.01%
82,491
-82,839
1273
$1.37M 0.01%
47,361
-457
1274
$1.37M 0.01%
31,040
+4,286
1275
$1.37M 0.01%
+54,248
49 50
51
52 53