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
1276
$1.37M 0.01%
6,456
+384
1277
$1.37M 0.01%
11,418
+1,337
1278
$1.36M 0.01%
57,601
+461
1279
$1.36M 0.01%
189,506
+117,560
1280
$1.35M 0.01%
72,442
+3,455
1281
$1.35M 0.01%
+73,014
1282
$1.35M 0.01%
17,821
+1,821
1283
$1.35M 0.01%
120,611
+19,821
1284
$1.35M 0.01%
162,720
+4,096
1285
$1.35M 0.01%
72,975
-46,725
1286
$1.34M 0.01%
39,553
+18,236
1287
$1.34M 0.01%
19,513
+1,198
1288
$1.34M 0.01%
+36,952
1289
$1.33M 0.01%
14,228
-1,477
1290
$1.33M 0.01%
99,687
+32,781
1291
$1.33M 0.01%
71,484
+1,118
1292
$1.33M 0.01%
60,675
+914
1293
$1.33M 0.01%
+44,588
1294
$1.32M 0.01%
96,302
+30,682
1295
$1.32M 0.01%
22,873
+754
1296
$1.32M 0.01%
+15,886
1297
$1.32M 0.01%
95,355
-81,145
1298
$1.32M 0.01%
28,173
-1,807
1299
$1.32M 0.01%
22,726
-7,535
1300
$1.32M 0.01%
35,545
+8,810
50 51
52
53 54