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
1401
$1.11M ﹤0.01%
77,421
+4,134
1402
$1.11M ﹤0.01%
7,158
+701
1403
$1.1M ﹤0.01%
21,649
-6,960
1404
$1.1M ﹤0.01%
21,124
+3,829
1405
$1.09M ﹤0.01%
34,473
-4,709
1406
$1.09M ﹤0.01%
37,446
+7,702
1407
$1.09M ﹤0.01%
9,103
+1,465
1408
$1.09M ﹤0.01%
+81,281
1409
$1.09M ﹤0.01%
68,259
+22,830
1410
$1.09M ﹤0.01%
22,471
+2,872
1411
$1.09M ﹤0.01%
20,237
-1,577
1412
$1.09M ﹤0.01%
62,080
-1,141
1413
$1.08M ﹤0.01%
48,251
-3,122
1414
$1.08M ﹤0.01%
30,001
+4,379
1415
$1.08M ﹤0.01%
11,045
+2,345
1416
$1.08M ﹤0.01%
14,056
+3,714
1417
$1.07M ﹤0.01%
70,733
-23,974
1418
$1.07M ﹤0.01%
57,018
-1,632
1419
$1.07M ﹤0.01%
45,160
-3,431
1420
$1.07M ﹤0.01%
68,283
+6,728
1421
$1.07M ﹤0.01%
56,675
+3,224
1422
$1.07M ﹤0.01%
9,853
-350
1423
$1.05M ﹤0.01%
39,858
1424
$1.05M ﹤0.01%
+50,100
1425
$1.05M ﹤0.01%
21,709
+12,324
55 56
57
58 59