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
1651
$672K ﹤0.01%
5,510
+2,708
1652
$670K ﹤0.01%
42,298
+9,356
1653
$669K ﹤0.01%
11,330
+365
1654
$669K ﹤0.01%
15,769
+9,943
1655
$668K ﹤0.01%
29,362
+6,719
1656
$668K ﹤0.01%
22,612
-33
1657
$666K ﹤0.01%
26,900
+1,850
1658
$664K ﹤0.01%
34,224
-1,526
1659
$662K ﹤0.01%
2,521
+272
1660
$661K ﹤0.01%
9,078
+4,556
1661
$660K ﹤0.01%
+15,109
1662
$660K ﹤0.01%
16,873
-22,400
1663
$657K ﹤0.01%
+13,150
1664
$657K ﹤0.01%
6,241
-22,430
1665
$657K ﹤0.01%
9,438
-7,460
1666
$657K ﹤0.01%
+12,686
1667
$657K ﹤0.01%
28,237
+4,208
1668
$654K ﹤0.01%
52,305
-5,474
1669
$653K ﹤0.01%
+28,773
1670
$647K ﹤0.01%
4,619
-295
1671
$647K ﹤0.01%
28,078
+15,416
1672
$646K ﹤0.01%
10,940
-3,806
1673
$644K ﹤0.01%
15,728
+4,148
1674
$642K ﹤0.01%
13,156
-622
1675
$640K ﹤0.01%
18,674
-4,405
65 66
67
68 69