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
1801
$508K ﹤0.01%
1,085
-790
1802
$508K ﹤0.01%
10,554
-23,063
1803
$506K ﹤0.01%
21,475
+310
1804
$506K ﹤0.01%
25,889
-16,642
1805
$506K ﹤0.01%
9,285
-4,220
1806
$506K ﹤0.01%
177
+71
1807
$505K ﹤0.01%
29,613
+2,373
1808
$502K ﹤0.01%
12,904
+3,057
1809
$502K ﹤0.01%
22,787
+334
1810
$500K ﹤0.01%
17,700
-8,530
1811
$500K ﹤0.01%
14,474
-7
1812
$499K ﹤0.01%
+113,630
1813
$498K ﹤0.01%
45,790
-10,327
1814
$498K ﹤0.01%
32,092
-7,148
1815
$497K ﹤0.01%
13,356
+248
1816
$496K ﹤0.01%
11,212
-1,903
1817
$496K ﹤0.01%
3,918
+163
1818
$495K ﹤0.01%
15,814
+1
1819
$495K ﹤0.01%
8,369
-3,916
1820
$495K ﹤0.01%
10,051
+37
1821
$494K ﹤0.01%
7,425
+620
1822
$492K ﹤0.01%
18,927
-11
1823
$492K ﹤0.01%
40,214
+5,171
1824
$492K ﹤0.01%
27,922
+188
1825
$492K ﹤0.01%
23,910
+2,094
71 72
73
74 75