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
1626
$712K ﹤0.01%
7,398
+886
1627
$712K ﹤0.01%
32,461
+12,618
1628
$712K ﹤0.01%
26,228
+24,163
1629
$708K ﹤0.01%
23,307
-32,917
1630
$708K ﹤0.01%
7,495
-1,024
1631
$707K ﹤0.01%
42,612
+545
1632
$705K ﹤0.01%
45,217
+30,878
1633
$703K ﹤0.01%
39,405
-49,600
1634
$702K ﹤0.01%
37,433
-4,143
1635
$701K ﹤0.01%
51,500
-103,038
1636
$699K ﹤0.01%
30,368
+9,968
1637
$698K ﹤0.01%
50,616
-11,388
1638
$697K ﹤0.01%
41,005
-16,808
1639
$689K ﹤0.01%
13,204
-3,030
1640
$687K ﹤0.01%
15,206
+3,102
1641
$684K ﹤0.01%
1,941
+209
1642
$684K ﹤0.01%
+64,376
1643
$682K ﹤0.01%
38,326
-5,385
1644
$680K ﹤0.01%
14,230
-303
1645
$679K ﹤0.01%
15,400
-602
1646
$679K ﹤0.01%
12,040
+2,800
1647
$679K ﹤0.01%
21,927
-2,840
1648
$676K ﹤0.01%
48,259
-8,770
1649
$676K ﹤0.01%
+11,159
1650
$674K ﹤0.01%
43,845
-18,834
64 65
66
67 68