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
1576
$776K ﹤0.01%
28,953
+238
1577
$775K ﹤0.01%
27,345
+18,646
1578
$775K ﹤0.01%
+178,851
1579
$771K ﹤0.01%
17,817
-10,715
1580
$771K ﹤0.01%
15,221
+271
1581
$770K ﹤0.01%
15,924
+83
1582
$770K ﹤0.01%
13,100
-216
1583
$769K ﹤0.01%
+15,325
1584
$769K ﹤0.01%
14,758
+356
1585
$768K ﹤0.01%
53,579
1586
$768K ﹤0.01%
55,782
-3,000
1587
$766K ﹤0.01%
10,542
+411
1588
$760K ﹤0.01%
20,983
-760
1589
$759K ﹤0.01%
31,637
+5,773
1590
$757K ﹤0.01%
19,835
-31,910
1591
$757K ﹤0.01%
90,645
+16,461
1592
$755K ﹤0.01%
26,224
-30,745
1593
$755K ﹤0.01%
50,945
1594
$754K ﹤0.01%
35,476
-28,940
1595
$754K ﹤0.01%
37,857
-8,881
1596
$753K ﹤0.01%
1,231
+217
1597
$753K ﹤0.01%
8,815
-51,672
1598
$753K ﹤0.01%
38,530
-3,860
1599
$752K ﹤0.01%
17,470
+5,383
1600
$751K ﹤0.01%
20,159
+932
62 63
64
65 66