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
1301
$1.31M 0.01%
6,398
+1,639
1302
$1.31M 0.01%
46,489
+2,575
1303
$1.31M 0.01%
21,964
+4,556
1304
$1.31M 0.01%
36,407
-13,227
1305
$1.31M 0.01%
50,145
+6,635
1306
$1.3M 0.01%
9,093
+3,585
1307
$1.3M 0.01%
25,937
+541
1308
$1.3M 0.01%
29,220
+21,742
1309
$1.3M 0.01%
17,499
+10,002
1310
$1.29M 0.01%
40,876
+344
1311
$1.29M 0.01%
21,678
+303
1312
$1.29M 0.01%
20,473
-6,966
1313
$1.29M 0.01%
36,316
+19,749
1314
$1.28M 0.01%
60,955
+27,890
1315
$1.28M ﹤0.01%
33,642
-826
1316
$1.28M ﹤0.01%
30,398
-16,576
1317
$1.27M ﹤0.01%
113,427
+516
1318
$1.26M ﹤0.01%
+74,200
1319
$1.26M ﹤0.01%
35,633
+1,363
1320
$1.26M ﹤0.01%
43,533
+25,282
1321
$1.26M ﹤0.01%
36,154
-8,567
1322
$1.26M ﹤0.01%
51,150
-9,727
1323
$1.25M ﹤0.01%
34,319
-29,170
1324
$1.25M ﹤0.01%
24,813
+1,203
1325
$1.25M ﹤0.01%
60,080
51 52
53
54 55