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
2126
$278K ﹤0.01%
3,047
-1,100
2127
$278K ﹤0.01%
16,474
-1,443
2128
$278K ﹤0.01%
2,927
+38
2129
$278K ﹤0.01%
3,130
-76,611
2130
$277K ﹤0.01%
34,836
+553
2131
$277K ﹤0.01%
5,317
+6
2132
$277K ﹤0.01%
34,108
+8,188
2133
$277K ﹤0.01%
5,769
+308
2134
$276K ﹤0.01%
4,373
-1,517
2135
$276K ﹤0.01%
12,797
+7
2136
$275K ﹤0.01%
2,328
-66
2137
$275K ﹤0.01%
13,220
-672
2138
$275K ﹤0.01%
+15,392
2139
$274K ﹤0.01%
+1,145
2140
$274K ﹤0.01%
+13,871
2141
$274K ﹤0.01%
46,606
+9,651
2142
$273K ﹤0.01%
+11,043
2143
$272K ﹤0.01%
14,063
-2,478
2144
$272K ﹤0.01%
33,713
+11,609
2145
$269K ﹤0.01%
6,989
-1,323
2146
$269K ﹤0.01%
+748
2147
$268K ﹤0.01%
4,094
-796
2148
$268K ﹤0.01%
19,135
-950
2149
$265K ﹤0.01%
68
2150
$265K ﹤0.01%
3,631
+380
84 85
86
87 88