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
1976
$374K ﹤0.01%
29,000
-1,176
1977
$373K ﹤0.01%
+10,484
1978
$372K ﹤0.01%
6,102
-5,871
1979
$371K ﹤0.01%
10,265
-786
1980
$371K ﹤0.01%
19,454
-8,259
1981
$370K ﹤0.01%
+7,734
1982
$370K ﹤0.01%
2,310
+73
1983
$370K ﹤0.01%
20,155
+1,450
1984
$370K ﹤0.01%
7,554
+552
1985
$369K ﹤0.01%
9,260
-11,053
1986
$367K ﹤0.01%
+7,272
1987
$367K ﹤0.01%
36,812
+253
1988
$366K ﹤0.01%
+7,456
1989
$366K ﹤0.01%
6,824
-16,911
1990
$366K ﹤0.01%
43,278
+2,455
1991
$366K ﹤0.01%
8,416
+318
1992
$365K ﹤0.01%
+6,035
1993
$364K ﹤0.01%
12,663
-1,173
1994
$363K ﹤0.01%
8,836
-1,050
1995
$362K ﹤0.01%
+11,174
1996
$359K ﹤0.01%
377
-5
1997
$358K ﹤0.01%
+11,950
1998
$357K ﹤0.01%
2,990
-14
1999
$357K ﹤0.01%
7,018
+494
2000
$356K ﹤0.01%
8,705
-9,908
78 79
80
81 82