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
2101
$293K ﹤0.01%
15,676
-433
2102
$292K ﹤0.01%
6,177
-10,615
2103
$291K ﹤0.01%
+11,343
2104
$290K ﹤0.01%
1,490
+225
2105
$288K ﹤0.01%
20,095
+424
2106
$287K ﹤0.01%
+11,933
2107
$287K ﹤0.01%
16,109
+498
2108
$285K ﹤0.01%
11,228
+183
2109
$285K ﹤0.01%
10,840
+400
2110
$284K ﹤0.01%
20,147
-9,384
2111
$284K ﹤0.01%
+10,646
2112
$284K ﹤0.01%
6,239
+350
2113
$283K ﹤0.01%
3,276
-693
2114
$283K ﹤0.01%
+4,867
2115
$283K ﹤0.01%
10,318
2116
$282K ﹤0.01%
11,550
-22,616
2117
$282K ﹤0.01%
3,640
-16
2118
$281K ﹤0.01%
4,840
+6
2119
$281K ﹤0.01%
+16,238
2120
$280K ﹤0.01%
9,021
2121
$279K ﹤0.01%
19,099
+105
2122
$279K ﹤0.01%
13,685
-55,304
2123
$279K ﹤0.01%
38,547
-7,003
2124
$279K ﹤0.01%
28,541
-20,051
2125
$279K ﹤0.01%
35,071
+388
83 84
85
86 87