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
2026
$341K ﹤0.01%
7,394
-836
2027
$341K ﹤0.01%
33,441
+20,923
2028
$340K ﹤0.01%
14,220
-1,095
2029
$339K ﹤0.01%
8,013
-397
2030
$339K ﹤0.01%
8,000
2031
$338K ﹤0.01%
5,697
-11,763
2032
$338K ﹤0.01%
+16,051
2033
$335K ﹤0.01%
25,564
+10,864
2034
$334K ﹤0.01%
5,546
-7,115
2035
$334K ﹤0.01%
5,200
+266
2036
$333K ﹤0.01%
10,642
+2,317
2037
$333K ﹤0.01%
20,730
-423
2038
$331K ﹤0.01%
25,015
+1,290
2039
$330K ﹤0.01%
34,449
-6,470
2040
$329K ﹤0.01%
+9,221
2041
$329K ﹤0.01%
4,189
+189
2042
$327K ﹤0.01%
7,784
-3,237
2043
$327K ﹤0.01%
17,593
+4,274
2044
$326K ﹤0.01%
2,906
+606
2045
$325K ﹤0.01%
32,650
2046
$324K ﹤0.01%
14,210
-113
2047
$324K ﹤0.01%
2,255
+22
2048
$324K ﹤0.01%
6,417
+750
2049
$322K ﹤0.01%
21,890
-21,255
2050
$322K ﹤0.01%
7,332
-14,177
80 81
82
83 84