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
2151
$264K ﹤0.01%
10,000
2152
$264K ﹤0.01%
15,645
+234
2153
$264K ﹤0.01%
+10,628
2154
$264K ﹤0.01%
6,071
+1,010
2155
$263K ﹤0.01%
+18,084
2156
$263K ﹤0.01%
35,944
-4,145
2157
$262K ﹤0.01%
2,903
+145
2158
$262K ﹤0.01%
15,215
-1,095
2159
$262K ﹤0.01%
+9,453
2160
$261K ﹤0.01%
+2,025
2161
$261K ﹤0.01%
23,300
+2,000
2162
$261K ﹤0.01%
+11,329
2163
$260K ﹤0.01%
5,009
-5,850
2164
$258K ﹤0.01%
6,447
-200
2165
$256K ﹤0.01%
7,398
+663
2166
$256K ﹤0.01%
34,879
+18,960
2167
$256K ﹤0.01%
16,837
-8,856
2168
$254K ﹤0.01%
6,040
+171
2169
$254K ﹤0.01%
10,580
+844
2170
$254K ﹤0.01%
+68,629
2171
$254K ﹤0.01%
6,046
-128
2172
$254K ﹤0.01%
11,827
+77
2173
$254K ﹤0.01%
+1,690
2174
$254K ﹤0.01%
6,387
-1,101
2175
$253K ﹤0.01%
4,543
-4,854
85 86
87
88 89