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
1326
$1.25M ﹤0.01%
89,140
+5,443
1327
$1.25M ﹤0.01%
6,897
-502
1328
$1.25M ﹤0.01%
45,398
+9,821
1329
$1.24M ﹤0.01%
70,325
-6,325
1330
$1.24M ﹤0.01%
48,604
+2,162
1331
$1.24M ﹤0.01%
59,534
+9,650
1332
$1.24M ﹤0.01%
+30,739
1333
$1.24M ﹤0.01%
+26,404
1334
$1.23M ﹤0.01%
3,085
+186
1335
$1.23M ﹤0.01%
+38,837
1336
$1.23M ﹤0.01%
29,582
-4,542
1337
$1.23M ﹤0.01%
+329,160
1338
$1.22M ﹤0.01%
17,045
-142
1339
$1.22M ﹤0.01%
50,731
+13,752
1340
$1.22M ﹤0.01%
40,560
+5,672
1341
$1.22M ﹤0.01%
20,733
+6,278
1342
$1.22M ﹤0.01%
7,640
+2,676
1343
$1.22M ﹤0.01%
+65,000
1344
$1.22M ﹤0.01%
108,688
+54,715
1345
$1.21M ﹤0.01%
27,590
-2,777
1346
$1.21M ﹤0.01%
60,748
+7,661
1347
$1.21M ﹤0.01%
29,964
+8,714
1348
$1.21M ﹤0.01%
184,707
-4,615
1349
$1.21M ﹤0.01%
23,401
+7,701
1350
$1.21M ﹤0.01%
11,653
+414
52 53
54
55 56