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
1476
$936K ﹤0.01%
152,707
-16,600
1477
$936K ﹤0.01%
4,260
+734
1478
$936K ﹤0.01%
18,851
-640
1479
$935K ﹤0.01%
11,106
-24,792
1480
$934K ﹤0.01%
30,393
+3,195
1481
$932K ﹤0.01%
27,423
-1,824
1482
$928K ﹤0.01%
122,180
+6,186
1483
$927K ﹤0.01%
25,913
-46,280
1484
$926K ﹤0.01%
14,359
+169
1485
$925K ﹤0.01%
22,417
+3,508
1486
$924K ﹤0.01%
32,465
+3,034
1487
$920K ﹤0.01%
55,722
+22,061
1488
$920K ﹤0.01%
22,856
-3,972
1489
$917K ﹤0.01%
14,839
-287
1490
$916K ﹤0.01%
17,930
+10,892
1491
$915K ﹤0.01%
69,811
-35,169
1492
$911K ﹤0.01%
29,739
+8,215
1493
$910K ﹤0.01%
65,194
+36,617
1494
$908K ﹤0.01%
24,704
+3,953
1495
$908K ﹤0.01%
35,712
+3,652
1496
$907K ﹤0.01%
38,427
+15,927
1497
$906K ﹤0.01%
27,923
-847
1498
$897K ﹤0.01%
55,796
+9,659
1499
$897K ﹤0.01%
27,849
+6,280
1500
$890K ﹤0.01%
31,727
+4,792
58 59
60
61 62