Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$59.4M
2
+$54.7M
3
+$51.3M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$43.9M
5
GE icon
GE Aerospace
GE
+$42.9M

Top Sells

1
+$57.7M
2
+$51.5M
3
+$36.7M
4
WELL icon
Welltower
WELL
+$35.3M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$29.5M

Sector Composition

1 Healthcare 11.55%
2 Technology 11.35%
3 Financials 11.27%
4 Industrials 9.06%
5 Consumer Staples 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$1.05M ﹤0.01%
18,323
+8,490
1427
$1.05M ﹤0.01%
14,994
1428
$1.05M ﹤0.01%
10,298
-91
1429
$1.04M ﹤0.01%
30,729
+1,359
1430
$1.04M ﹤0.01%
17,852
-4,029
1431
$1.04M ﹤0.01%
57,203
+1,578
1432
$1.04M ﹤0.01%
25,411
-169
1433
$1.04M ﹤0.01%
71,749
+49,945
1434
$1.04M ﹤0.01%
36,957
+9,597
1435
$1.04M ﹤0.01%
5,368
-770
1436
$1.03M ﹤0.01%
61,683
+22,154
1437
$1.03M ﹤0.01%
42,089
+8,820
1438
$1.03M ﹤0.01%
16,903
+505
1439
$1.03M ﹤0.01%
16,986
-465
1440
$1.03M ﹤0.01%
38,433
-10,410
1441
$1.03M ﹤0.01%
50,458
-521,333
1442
$1.03M ﹤0.01%
35,666
+13,929
1443
$1.03M ﹤0.01%
32,925
+1,695
1444
$1.03M ﹤0.01%
74,930
1445
$1.02M ﹤0.01%
103,110
-236,890
1446
$1.01M ﹤0.01%
26,435
+5,566
1447
$1.01M ﹤0.01%
58,489
+16,592
1448
$1M ﹤0.01%
32,009
-1,083
1449
$1M ﹤0.01%
77,678
+39,763
1450
$1M ﹤0.01%
7,289
+81
56 57
58
59 60