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
1826
$491K ﹤0.01%
24,422
+3,968
1827
$491K ﹤0.01%
8,554
-62
1828
$491K ﹤0.01%
23,110
-2,670
1829
$490K ﹤0.01%
3,164
+770
1830
$488K ﹤0.01%
8,215
+266
1831
$487K ﹤0.01%
7,372
+3,125
1832
$486K ﹤0.01%
9,792
-1,200
1833
$484K ﹤0.01%
9,478
+203
1834
$483K ﹤0.01%
8,475
+280
1835
$482K ﹤0.01%
6,836
-3,320
1836
$482K ﹤0.01%
3,413
+1,152
1837
$482K ﹤0.01%
12,008
-1,083
1838
$481K ﹤0.01%
9,265
+185
1839
$480K ﹤0.01%
10,557
+144
1840
$480K ﹤0.01%
27,357
-3,632
1841
$479K ﹤0.01%
19,077
+2,745
1842
$478K ﹤0.01%
19,400
+6,700
1843
$476K ﹤0.01%
14,000
1844
$476K ﹤0.01%
6,403
+12
1845
$475K ﹤0.01%
5,892
-2,678
1846
$474K ﹤0.01%
+38,628
1847
$473K ﹤0.01%
19,454
+1,264
1848
$473K ﹤0.01%
10,938
+919
1849
$473K ﹤0.01%
27,060
+5,797
1850
$473K ﹤0.01%
7,174
+120
72 73
74
75 76