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
1726
$583K ﹤0.01%
107,834
+691
1727
$582K ﹤0.01%
52,395
-7,017
1728
$581K ﹤0.01%
12,746
-2,899
1729
$581K ﹤0.01%
12,390
-4,092
1730
$581K ﹤0.01%
46,259
+8,769
1731
$580K ﹤0.01%
35,570
+6,770
1732
$580K ﹤0.01%
43,350
+20,596
1733
$577K ﹤0.01%
19,964
+684
1734
$577K ﹤0.01%
+38,654
1735
$576K ﹤0.01%
60,393
-1,992
1736
$576K ﹤0.01%
14,472
+736
1737
$575K ﹤0.01%
+16,407
1738
$574K ﹤0.01%
13,634
-2,037
1739
$574K ﹤0.01%
3,749
+495
1740
$572K ﹤0.01%
163,457
+6,808
1741
$571K ﹤0.01%
24,259
+2,835
1742
$571K ﹤0.01%
11,259
-27,150
1743
$570K ﹤0.01%
7,253
-16,942
1744
$568K ﹤0.01%
35,639
-3,663
1745
$566K ﹤0.01%
26,542
+6,160
1746
$566K ﹤0.01%
35,635
-2,066
1747
$565K ﹤0.01%
9,564
-2,147
1748
$564K ﹤0.01%
15,016
-4,537
1749
$564K ﹤0.01%
60,138
-759
1750
$564K ﹤0.01%
44,129
-17,091
68 69
70
71 72