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
2226
$228K ﹤0.01%
3,315
+177
2227
$228K ﹤0.01%
16,403
-819
2228
$228K ﹤0.01%
9,892
-4,401
2229
$227K ﹤0.01%
+4,041
2230
$227K ﹤0.01%
17,322
-460,138
2231
$226K ﹤0.01%
11,630
+476
2232
$226K ﹤0.01%
+5,805
2233
$226K ﹤0.01%
15,027
-64
2234
$225K ﹤0.01%
14,740
+1,000
2235
$225K ﹤0.01%
8,022
-2,006
2236
$225K ﹤0.01%
2,250
-120
2237
$225K ﹤0.01%
9,514
+211
2238
$225K ﹤0.01%
9,321
-18,908
2239
$225K ﹤0.01%
4,006
-18,377
2240
$224K ﹤0.01%
+4,000
2241
$223K ﹤0.01%
+5,825
2242
$223K ﹤0.01%
12,042
+6,229
2243
$222K ﹤0.01%
27,526
+5,336
2244
$222K ﹤0.01%
+13,675
2245
$222K ﹤0.01%
+17,500
2246
$222K ﹤0.01%
84,087
-1,537
2247
$221K ﹤0.01%
+7,419
2248
$221K ﹤0.01%
9,919
+818
2249
$221K ﹤0.01%
+14,892
2250
$219K ﹤0.01%
10,778
-55,292
88 89
90
91 92