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
1851
$471K ﹤0.01%
14,238
-33,902
1852
$469K ﹤0.01%
19,485
+10,268
1853
$468K ﹤0.01%
18,385
-16,252
1854
$468K ﹤0.01%
37,992
+14,290
1855
$466K ﹤0.01%
4,200
+200
1856
$464K ﹤0.01%
+5,023
1857
$463K ﹤0.01%
6,562
+606
1858
$463K ﹤0.01%
+16,473
1859
$462K ﹤0.01%
+6,907
1860
$462K ﹤0.01%
14,048
-458
1861
$461K ﹤0.01%
8,601
-2,655
1862
$461K ﹤0.01%
4,819
+74
1863
$461K ﹤0.01%
26,635
+473
1864
$461K ﹤0.01%
17,108
+2,054
1865
$460K ﹤0.01%
7,816
+150
1866
$458K ﹤0.01%
234,550
+48,471
1867
$457K ﹤0.01%
9,462
+328
1868
$454K ﹤0.01%
10,530
+804
1869
$454K ﹤0.01%
18,745
+3,288
1870
$454K ﹤0.01%
11,230
-125
1871
$453K ﹤0.01%
12,749
+427
1872
$452K ﹤0.01%
5,192
-2,291
1873
$449K ﹤0.01%
4,946
-1,102
1874
$449K ﹤0.01%
9,411
+1
1875
$449K ﹤0.01%
8,376
-387,765
73 74
75
76 77