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
176
$34M 0.13%
649,708
-70,183
177
$33.8M 0.13%
363,840
+9,035
178
$33.4M 0.13%
407,136
+50,262
179
$33.2M 0.13%
287,018
+21,838
180
$33M 0.13%
933,841
-22,346
181
$33M 0.13%
589,970
+56,611
182
$33M 0.13%
881,679
+9,138
183
$32.9M 0.13%
521,299
+28,562
184
$32.7M 0.13%
288,910
+18,079
185
$32.5M 0.13%
770,985
+94,679
186
$32.2M 0.12%
1,016,548
+913,088
187
$31.7M 0.12%
1,275,289
+334,255
188
$31.5M 0.12%
452,192
+56,780
189
$31.1M 0.12%
1,075,700
-48,138
190
$31M 0.12%
113,286
+11,980
191
$30.7M 0.12%
79,116
-2,483
192
$30.1M 0.12%
482,669
-337,578
193
$30M 0.12%
314,703
+2,286
194
$29.6M 0.11%
319,618
+16,290
195
$29.3M 0.11%
872,931
-168,994
196
$29.3M 0.11%
267,606
+97,743
197
$29M 0.11%
917,217
-435
198
$29M 0.11%
532,201
-98,764
199
$28.9M 0.11%
378,216
-56,164
200
$28.9M 0.11%
238,079
+17,786
6 7
8
9 10