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
1751
$562K ﹤0.01%
+29,428
1752
$561K ﹤0.01%
58,000
1753
$561K ﹤0.01%
+28,233
1754
$557K ﹤0.01%
42,235
+4,112
1755
$556K ﹤0.01%
33,488
+603
1756
$556K ﹤0.01%
11,452
-154
1757
$555K ﹤0.01%
9,155
+5,200
1758
$555K ﹤0.01%
26,341
+2,891
1759
$554K ﹤0.01%
24,536
-647
1760
$553K ﹤0.01%
17,426
-1,112
1761
$552K ﹤0.01%
51,521
-15,997
1762
$551K ﹤0.01%
36,159
-2,507
1763
$551K ﹤0.01%
5,827
+1,549
1764
$550K ﹤0.01%
+11,353
1765
$549K ﹤0.01%
7,210
-846
1766
$546K ﹤0.01%
15,051
+2,778
1767
$546K ﹤0.01%
+29,075
1768
$545K ﹤0.01%
9,682
+425
1769
$545K ﹤0.01%
20,000
1770
$545K ﹤0.01%
8,731
+302
1771
$544K ﹤0.01%
12,463
-39,119
1772
$541K ﹤0.01%
23,234
-52,050
1773
$541K ﹤0.01%
8,793
-2,402
1774
$540K ﹤0.01%
27,000
-1,400
1775
$538K ﹤0.01%
23,512
+4,827
69 70
71
72 73