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
1526
$843K ﹤0.01%
16,883
+629
1527
$840K ﹤0.01%
180,802
+82,716
1528
$839K ﹤0.01%
10,923
-1,602
1529
$838K ﹤0.01%
17,051
+2,410
1530
$837K ﹤0.01%
10,706
+1,249
1531
$837K ﹤0.01%
35,000
1532
$834K ﹤0.01%
24,832
-9,553
1533
$832K ﹤0.01%
23,355
+1,265
1534
$828K ﹤0.01%
118,813
+18,688
1535
$828K ﹤0.01%
4,352
+301
1536
$827K ﹤0.01%
18,518
+12,269
1537
$825K ﹤0.01%
12,979
-38
1538
$823K ﹤0.01%
+73,462
1539
$819K ﹤0.01%
6,352
-30
1540
$819K ﹤0.01%
13,652
+540
1541
$818K ﹤0.01%
256,266
+600
1542
$815K ﹤0.01%
25,909
-1,670
1543
$813K ﹤0.01%
23,742
-1,434
1544
$813K ﹤0.01%
31,044
1545
$811K ﹤0.01%
20,434
-6,019
1546
$809K ﹤0.01%
23,497
-1,905
1547
$806K ﹤0.01%
63,482
+2,099
1548
$804K ﹤0.01%
20,991
+12,327
1549
$804K ﹤0.01%
42,896
-9,609
1550
$802K ﹤0.01%
14,807
+3,692
60 61
62
63 64