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
1776
$538K ﹤0.01%
8,013
+2,931
1777
$537K ﹤0.01%
16,218
+974
1778
$537K ﹤0.01%
13,623
+891
1779
$537K ﹤0.01%
28,544
-5,166
1780
$536K ﹤0.01%
45,552
+2,978
1781
$533K ﹤0.01%
5,901
-27
1782
$533K ﹤0.01%
16,752
+2,022
1783
$531K ﹤0.01%
33,883
+21,303
1784
$529K ﹤0.01%
11,068
+899
1785
$525K ﹤0.01%
27,267
+9,570
1786
$523K ﹤0.01%
20,221
+901
1787
$523K ﹤0.01%
6,328
+239
1788
$522K ﹤0.01%
12,495
-1,655
1789
$521K ﹤0.01%
45,819
+1,280
1790
$521K ﹤0.01%
13,776
-419
1791
$520K ﹤0.01%
21,583
+805
1792
$518K ﹤0.01%
65,412
+12,318
1793
$518K ﹤0.01%
42,894
+1,252
1794
$514K ﹤0.01%
7,473
-434
1795
$513K ﹤0.01%
+11,121
1796
$513K ﹤0.01%
12,915
-10,413
1797
$513K ﹤0.01%
36,087
+12,362
1798
$511K ﹤0.01%
58,530
+865
1799
$509K ﹤0.01%
11,692
-3,150
1800
$509K ﹤0.01%
12,412
-14,834
70 71
72
73 74