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
1351
$1.2M ﹤0.01%
22,500
1352
$1.2M ﹤0.01%
76,018
+13,878
1353
$1.2M ﹤0.01%
40,694
+7,961
1354
$1.2M ﹤0.01%
6,430
-1,487
1355
$1.2M ﹤0.01%
132,324
+4,994
1356
$1.19M ﹤0.01%
36,050
+22,150
1357
$1.19M ﹤0.01%
52,361
+21
1358
$1.19M ﹤0.01%
86,380
-4,865
1359
$1.19M ﹤0.01%
16,524
-5,879
1360
$1.18M ﹤0.01%
93,197
+2,376
1361
$1.18M ﹤0.01%
23,530
+659
1362
$1.18M ﹤0.01%
25,705
+6,413
1363
$1.18M ﹤0.01%
78,556
+7,314
1364
$1.18M ﹤0.01%
33,132
+300
1365
$1.18M ﹤0.01%
38,581
-3,228
1366
$1.18M ﹤0.01%
17,113
+2,567
1367
$1.18M ﹤0.01%
43,643
-10,042
1368
$1.18M ﹤0.01%
22,007
-553
1369
$1.17M ﹤0.01%
33,269
+14,885
1370
$1.17M ﹤0.01%
55,187
+2,065
1371
$1.17M ﹤0.01%
73,048
+33,178
1372
$1.17M ﹤0.01%
113,581
+7,950
1373
$1.17M ﹤0.01%
59,154
+6,502
1374
$1.17M ﹤0.01%
22,932
+12,360
1375
$1.17M ﹤0.01%
+49,063
53 54
55
56 57