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
201
$28.8M 0.11%
120,867
+36,363
202
$28.7M 0.11%
238,856
+38,202
203
$27.9M 0.11%
763,574
+14,407
204
$27.8M 0.11%
1,051,720
+70,966
205
$27.8M 0.11%
307,918
-20,738
206
$27.6M 0.11%
861,023
+134,639
207
$27.2M 0.11%
738,092
+53,570
208
$27M 0.1%
204,418
+13,424
209
$26.6M 0.1%
399,497
+47,874
210
$26.5M 0.1%
452,152
+6,728
211
$26.3M 0.1%
482,282
+3,866
212
$26.3M 0.1%
1,809,645
+116,818
213
$26.1M 0.1%
542,148
-270,316
214
$26M 0.1%
703,986
-752
215
$25.9M 0.1%
807,391
+40,994
216
$25.7M 0.1%
642,128
+832
217
$25.7M 0.1%
211,836
-13,030
218
$25.4M 0.1%
1,427,165
+19,345
219
$25.4M 0.1%
936,865
+324,515
220
$24.8M 0.1%
357,838
+30,447
221
$24.8M 0.1%
531,880
-22,631
222
$24.4M 0.09%
219,148
+93,740
223
$24.3M 0.09%
425,417
+35,104
224
$24.2M 0.09%
585,744
+5,527
225
$24M 0.09%
597,848
+3,655
7 8
9
10 11