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
1451
$998K ﹤0.01%
14,827
+1,124
1452
$996K ﹤0.01%
65,333
+22,346
1453
$991K ﹤0.01%
28,211
-1,936
1454
$991K ﹤0.01%
81,108
+15,018
1455
$990K ﹤0.01%
22,193
-29,552
1456
$988K ﹤0.01%
120,541
+13,950
1457
$988K ﹤0.01%
9,556
+6,926
1458
$981K ﹤0.01%
195,047
-9,995
1459
$978K ﹤0.01%
74,335
-6,065
1460
$977K ﹤0.01%
27,118
-16,111
1461
$973K ﹤0.01%
57,026
-1,271
1462
$972K ﹤0.01%
6,475
-6,078
1463
$966K ﹤0.01%
11,110
+5,427
1464
$962K ﹤0.01%
7,532
+4,297
1465
$959K ﹤0.01%
25,001
+3,219
1466
$955K ﹤0.01%
8,398
-112
1467
$951K ﹤0.01%
35,288
-3,560
1468
$950K ﹤0.01%
50,390
+5,961
1469
$947K ﹤0.01%
53,836
-4,260
1470
$946K ﹤0.01%
49,955
-2,103
1471
$946K ﹤0.01%
19,023
-224
1472
$943K ﹤0.01%
55,028
-1,379
1473
$943K ﹤0.01%
66,450
-34,601
1474
$940K ﹤0.01%
+22,454
1475
$936K ﹤0.01%
28,347
-2,188
57 58
59
60 61