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
1601
$749K ﹤0.01%
19,401
+1,146
1602
$749K ﹤0.01%
72,050
-13,060
1603
$744K ﹤0.01%
6,637
-2,574
1604
$744K ﹤0.01%
23,736
+6,519
1605
$742K ﹤0.01%
10,811
-3,002
1606
$742K ﹤0.01%
25,530
-894
1607
$742K ﹤0.01%
72,165
+7,924
1608
$740K ﹤0.01%
38,253
-9,649
1609
$740K ﹤0.01%
93,001
-11,557
1610
$739K ﹤0.01%
52,026
+28,082
1611
$737K ﹤0.01%
10,750
+125
1612
$736K ﹤0.01%
11,144
+670
1613
$736K ﹤0.01%
32,268
+2,454
1614
$736K ﹤0.01%
72,161
-1,634
1615
$735K ﹤0.01%
20,330
-43,832
1616
$731K ﹤0.01%
30,043
-592
1617
$728K ﹤0.01%
13,469
+1,897
1618
$725K ﹤0.01%
31,732
-2,172
1619
$724K ﹤0.01%
31,118
-59
1620
$720K ﹤0.01%
19,277
+4,469
1621
$720K ﹤0.01%
43,183
+7,122
1622
$718K ﹤0.01%
8,800
+1,269
1623
$717K ﹤0.01%
4,986
-652
1624
$713K ﹤0.01%
4,546
-64
1625
$713K ﹤0.01%
68,502
+6,264
63 64
65
66 67