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
2176
$252K ﹤0.01%
15,497
+4,033
2177
$252K ﹤0.01%
+3,864
2178
$252K ﹤0.01%
24,102
+524
2179
$252K ﹤0.01%
12,275
-40,000
2180
$252K ﹤0.01%
31,387
-53,512
2181
$251K ﹤0.01%
+12,460
2182
$250K ﹤0.01%
+7,563
2183
$250K ﹤0.01%
13,271
2184
$249K ﹤0.01%
+4,218
2185
$249K ﹤0.01%
21,122
2186
$248K ﹤0.01%
3,047
+407
2187
$248K ﹤0.01%
2,974
-40
2188
$247K ﹤0.01%
+5,963
2189
$246K ﹤0.01%
16,850
-813
2190
$245K ﹤0.01%
8,266
-37,267
2191
$244K ﹤0.01%
11,550
-8,920
2192
$244K ﹤0.01%
2,489
+122
2193
$243K ﹤0.01%
4,410
+10
2194
$243K ﹤0.01%
3,052
-11,568
2195
$243K ﹤0.01%
+13,227
2196
$242K ﹤0.01%
18,149
-160
2197
$242K ﹤0.01%
59,000
-5,000
2198
$242K ﹤0.01%
9,777
-1,365
2199
$242K ﹤0.01%
15,555
-840
2200
$241K ﹤0.01%
+12,300
86 87
88
89 90