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
2051
$321K ﹤0.01%
11,545
+989
2052
$321K ﹤0.01%
4,781
+328
2053
$320K ﹤0.01%
4,151
+14
2054
$320K ﹤0.01%
5,062
-3,911
2055
$320K ﹤0.01%
20,000
-5,000
2056
$319K ﹤0.01%
36,388
+11,333
2057
$317K ﹤0.01%
9,891
+348
2058
$317K ﹤0.01%
19,840
-4,420
2059
$316K ﹤0.01%
19,756
2060
$315K ﹤0.01%
+20,167
2061
$314K ﹤0.01%
9,648
+100
2062
$313K ﹤0.01%
6,490
+200
2063
$313K ﹤0.01%
14,925
+1,100
2064
$313K ﹤0.01%
28,883
+1,142
2065
$312K ﹤0.01%
10,905
+344
2066
$311K ﹤0.01%
+18,790
2067
$310K ﹤0.01%
24,094
+3,600
2068
$310K ﹤0.01%
16,000
2069
$307K ﹤0.01%
+4,356
2070
$307K ﹤0.01%
27,675
+5,003
2071
$306K ﹤0.01%
3,018
-90
2072
$306K ﹤0.01%
+12,482
2073
$304K ﹤0.01%
+8,874
2074
$304K ﹤0.01%
9,446
+409
2075
$303K ﹤0.01%
15,066
+724
81 82
83
84 85