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
1951
$390K ﹤0.01%
9,727
+2,190
1952
$389K ﹤0.01%
22,858
-1,056
1953
$389K ﹤0.01%
31,569
+6,600
1954
$387K ﹤0.01%
+3,939
1955
$386K ﹤0.01%
4,672
+6
1956
$386K ﹤0.01%
17,779
-253
1957
$386K ﹤0.01%
+15,875
1958
$386K ﹤0.01%
16,740
-3,755
1959
$385K ﹤0.01%
+13,229
1960
$383K ﹤0.01%
4,848
+428
1961
$383K ﹤0.01%
10,553
-245
1962
$383K ﹤0.01%
7,084
+307
1963
$382K ﹤0.01%
8,334
-20,257
1964
$382K ﹤0.01%
103,815
+12,907
1965
$382K ﹤0.01%
30,821
+726
1966
$380K ﹤0.01%
+9,616
1967
$379K ﹤0.01%
13,548
+123
1968
$379K ﹤0.01%
13,059
+4,401
1969
$378K ﹤0.01%
5,765
-4,350
1970
$377K ﹤0.01%
24,452
+359
1971
$377K ﹤0.01%
15,864
-45,061
1972
$376K ﹤0.01%
9,249
-48
1973
$376K ﹤0.01%
13,937
-776
1974
$374K ﹤0.01%
6,658
-1,972
1975
$374K ﹤0.01%
12,790
+510
77 78
79
80 81