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
1376
$1.16M ﹤0.01%
57,709
+6,564
1377
$1.16M ﹤0.01%
70,604
+36,437
1378
$1.16M ﹤0.01%
17,090
-1,391
1379
$1.16M ﹤0.01%
21,852
+2,204
1380
$1.15M ﹤0.01%
83,254
+14,737
1381
$1.15M ﹤0.01%
18,823
+723
1382
$1.14M ﹤0.01%
14,010
-71,621
1383
$1.14M ﹤0.01%
20,154
+1,958
1384
$1.14M ﹤0.01%
41,910
-4,495
1385
$1.14M ﹤0.01%
13,342
+7,517
1386
$1.14M ﹤0.01%
6,185
+270
1387
$1.13M ﹤0.01%
109,383
-52,479
1388
$1.13M ﹤0.01%
14,414
+427
1389
$1.12M ﹤0.01%
40,443
-484
1390
$1.12M ﹤0.01%
74,252
+6,063
1391
$1.12M ﹤0.01%
38,477
-15,503
1392
$1.12M ﹤0.01%
20,401
+167
1393
$1.12M ﹤0.01%
8,555
-917
1394
$1.12M ﹤0.01%
128,496
-8,470
1395
$1.12M ﹤0.01%
15,333
-819
1396
$1.12M ﹤0.01%
34,515
-31,516
1397
$1.12M ﹤0.01%
34,978
+313
1398
$1.11M ﹤0.01%
9,779
-95
1399
$1.11M ﹤0.01%
59,700
+1,600
1400
$1.11M ﹤0.01%
16,003
-3,345
54 55
56
57 58