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
1926
$411K ﹤0.01%
13,957
-3,729
1927
$405K ﹤0.01%
5,515
+769
1928
$404K ﹤0.01%
+7,198
1929
$404K ﹤0.01%
24,381
+9,126
1930
$404K ﹤0.01%
297
+77
1931
$403K ﹤0.01%
11,683
-184
1932
$403K ﹤0.01%
7,077
-13,616
1933
$402K ﹤0.01%
3,637
+100
1934
$402K ﹤0.01%
7,186
+2,284
1935
$402K ﹤0.01%
14,965
+890
1936
$399K ﹤0.01%
+31,338
1937
$398K ﹤0.01%
9,474
-116
1938
$398K ﹤0.01%
2,983
+118
1939
$398K ﹤0.01%
25,682
+900
1940
$397K ﹤0.01%
+6,174
1941
$397K ﹤0.01%
1,924
+495
1942
$397K ﹤0.01%
13,366
+2,165
1943
$395K ﹤0.01%
5,792
1944
$394K ﹤0.01%
20,697
-4,500
1945
$394K ﹤0.01%
8,043
-1,303
1946
$393K ﹤0.01%
1,971
+399
1947
$393K ﹤0.01%
+11,092
1948
$392K ﹤0.01%
17,639
+8,428
1949
$391K ﹤0.01%
+14,491
1950
$391K ﹤0.01%
+10,330
76 77
78
79 80