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
2001
$356K ﹤0.01%
14,026
+2,037
2002
$354K ﹤0.01%
46,670
+13,941
2003
$354K ﹤0.01%
+17,807
2004
$353K ﹤0.01%
22,381
-2,029
2005
$352K ﹤0.01%
7,959
+368
2006
$351K ﹤0.01%
3,408
-283
2007
$351K ﹤0.01%
24,550
+1,489
2008
$350K ﹤0.01%
+15,876
2009
$349K ﹤0.01%
8,556
-92
2010
$349K ﹤0.01%
4,192
-23
2011
$348K ﹤0.01%
8,042
+2,072
2012
$348K ﹤0.01%
4,614
+898
2013
$347K ﹤0.01%
16,303
-4
2014
$347K ﹤0.01%
12,603
-2,877
2015
$346K ﹤0.01%
5,496
-2,020
2016
$346K ﹤0.01%
+19,968
2017
$346K ﹤0.01%
8,064
2018
$346K ﹤0.01%
10,160
-320
2019
$345K ﹤0.01%
14,627
+119
2020
$345K ﹤0.01%
20,853
-10,248
2021
$344K ﹤0.01%
27,265
-6,397
2022
$343K ﹤0.01%
10,652
+3,152
2023
$343K ﹤0.01%
18,512
+986
2024
$343K ﹤0.01%
16,161
+2,573
2025
$342K ﹤0.01%
11,045
-741
79 80
81
82 83