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
1876
$449K ﹤0.01%
+34,593
1877
$447K ﹤0.01%
31,871
+5,436
1878
$445K ﹤0.01%
3,011
-3,874
1879
$445K ﹤0.01%
13,863
-8,480
1880
$445K ﹤0.01%
5,564
-47
1881
$444K ﹤0.01%
38,682
+15,885
1882
$444K ﹤0.01%
5,368
+177
1883
$444K ﹤0.01%
8,920
+2,086
1884
$441K ﹤0.01%
12,752
+4,940
1885
$439K ﹤0.01%
15,555
-100
1886
$439K ﹤0.01%
13,054
+3,819
1887
$438K ﹤0.01%
11,094
-19,710
1888
$437K ﹤0.01%
43,859
+22,174
1889
$435K ﹤0.01%
4,149
-660
1890
$435K ﹤0.01%
8,639
-1,393
1891
$433K ﹤0.01%
20,591
+531
1892
$433K ﹤0.01%
21,088
-4,591
1893
$433K ﹤0.01%
3,088
-476
1894
$431K ﹤0.01%
+21,015
1895
$430K ﹤0.01%
35,000
1896
$430K ﹤0.01%
31,597
-139,051
1897
$430K ﹤0.01%
7,044
+1,825
1898
$429K ﹤0.01%
107,984
+2,860
1899
$429K ﹤0.01%
22,381
-16,372
1900
$429K ﹤0.01%
22,094
+9,912
74 75
76
77 78