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
1501
$889K ﹤0.01%
150,541
-309,641
1502
$889K ﹤0.01%
42,117
+3,170
1503
$887K ﹤0.01%
31,515
+5,661
1504
$887K ﹤0.01%
38,465
+29,323
1505
$885K ﹤0.01%
26,674
-64,993
1506
$884K ﹤0.01%
40,523
+2,129
1507
$883K ﹤0.01%
68,203
+10,026
1508
$883K ﹤0.01%
6,886
+3,279
1509
$882K ﹤0.01%
46,725
+2,530
1510
$878K ﹤0.01%
12,782
-7,326
1511
$876K ﹤0.01%
38,527
-1,503
1512
$875K ﹤0.01%
+24,228
1513
$872K ﹤0.01%
14,028
-1,875
1514
$869K ﹤0.01%
26,210
-302
1515
$867K ﹤0.01%
7,231
-2,072
1516
$867K ﹤0.01%
41,645
-8,028
1517
$864K ﹤0.01%
29,734
-68
1518
$858K ﹤0.01%
150,782
-3,120
1519
$858K ﹤0.01%
41,466
+4,542
1520
$855K ﹤0.01%
38,825
+20,525
1521
$855K ﹤0.01%
14,317
+1,118
1522
$851K ﹤0.01%
412
+33
1523
$851K ﹤0.01%
58,521
-881
1524
$849K ﹤0.01%
11,508
+2,024
1525
$845K ﹤0.01%
12,734
-1,854
59 60
61
62 63