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
2201
$241K ﹤0.01%
25,539
-14,711
2202
$240K ﹤0.01%
10,107
-1,083
2203
$238K ﹤0.01%
9,915
-1,106
2204
$236K ﹤0.01%
15,800
-3,120
2205
$235K ﹤0.01%
18,162
-1,518
2206
$235K ﹤0.01%
8,300
2207
$235K ﹤0.01%
5,484
+549
2208
$234K ﹤0.01%
2,950
-599
2209
$234K ﹤0.01%
2,662
-36,014
2210
$234K ﹤0.01%
28,775
-150
2211
$234K ﹤0.01%
+2,100
2212
$233K ﹤0.01%
3,960
+176
2213
$233K ﹤0.01%
2,293
+93
2214
$233K ﹤0.01%
+6,555
2215
$232K ﹤0.01%
+4,722
2216
$232K ﹤0.01%
2,525
2217
$232K ﹤0.01%
11,800
-96
2218
$231K ﹤0.01%
11,322
-4,544
2219
$230K ﹤0.01%
2,850
2220
$230K ﹤0.01%
+9,150
2221
$230K ﹤0.01%
+23,000
2222
$229K ﹤0.01%
+4,051
2223
$229K ﹤0.01%
14,100
2224
$228K ﹤0.01%
11,940
-2,850
2225
$228K ﹤0.01%
+11,896
87 88
89
90 91