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
1901
$429K ﹤0.01%
74,543
+7,969
1902
$428K ﹤0.01%
9,459
-1,382
1903
$428K ﹤0.01%
8,390
-4,446
1904
$427K ﹤0.01%
38,289
+2,416
1905
$426K ﹤0.01%
38,679
-353
1906
$426K ﹤0.01%
8,718
+666
1907
$425K ﹤0.01%
17,315
+6,058
1908
$424K ﹤0.01%
+11,798
1909
$423K ﹤0.01%
14,838
+5,394
1910
$422K ﹤0.01%
7,741
-2,024
1911
$421K ﹤0.01%
20,383
-3,281
1912
$420K ﹤0.01%
16,910
+760
1913
$420K ﹤0.01%
10,586
-1,181
1914
$419K ﹤0.01%
8,791
-265
1915
$419K ﹤0.01%
4,862
-3,711
1916
$419K ﹤0.01%
25,917
-520
1917
$417K ﹤0.01%
18,418
-7,237
1918
$417K ﹤0.01%
14,834
+2,534
1919
$417K ﹤0.01%
5,814
-534
1920
$417K ﹤0.01%
11,078
+657
1921
$416K ﹤0.01%
18,906
+3,946
1922
$415K ﹤0.01%
11,401
-1,569
1923
$415K ﹤0.01%
13,606
-300
1924
$412K ﹤0.01%
+12,802
1925
$412K ﹤0.01%
3,073
+1,012
75 76
77
78 79