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
126
$48M 0.19%
367,479
+42,464
127
$48M 0.19%
1,277,454
+147,220
128
$47.9M 0.19%
361,459
+6,557
129
$47.8M 0.19%
593,887
+10,204
130
$47.6M 0.18%
745,159
+65,850
131
$46.6M 0.18%
456,789
+58,817
132
$46.6M 0.18%
897,573
+89,807
133
$46.1M 0.18%
418,410
+63,620
134
$46.1M 0.18%
1,396,943
+68,703
135
$44.9M 0.17%
604,670
+51,658
136
$44.4M 0.17%
227,147
+20,340
137
$44.2M 0.17%
340,145
+194,807
138
$43.7M 0.17%
1,992,460
+225,080
139
$43M 0.17%
579,954
+24,336
140
$42.9M 0.17%
438,801
-41,816
141
$42.7M 0.17%
1,393,889
+58,066
142
$42.1M 0.16%
1,024,200
+45,313
143
$42.1M 0.16%
463,121
-15,875
144
$42M 0.16%
974,756
+248,624
145
$41.9M 0.16%
243,422
+23,590
146
$41.8M 0.16%
313,456
+18,740
147
$41.7M 0.16%
379,945
+37,486
148
$41.3M 0.16%
700,830
-16,744
149
$41.2M 0.16%
781,110
+68,036
150
$41.1M 0.16%
363,694
+48,082
4 5
6
7 8