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
2251
$218K ﹤0.01%
8,171
-689
2252
$217K ﹤0.01%
7,820
-944
2253
$217K ﹤0.01%
15,406
+2,155
2254
$215K ﹤0.01%
12,154
-62,379
2255
$214K ﹤0.01%
1,392
+842
2256
$214K ﹤0.01%
+5,135
2257
$213K ﹤0.01%
23,498
+315
2258
$213K ﹤0.01%
7,930
+485
2259
$213K ﹤0.01%
+9,185
2260
$212K ﹤0.01%
+20,200
2261
$211K ﹤0.01%
17,100
-4,192
2262
$210K ﹤0.01%
26,027
+1,206
2263
$210K ﹤0.01%
+19,131
2264
$209K ﹤0.01%
5,811
+102
2265
$209K ﹤0.01%
+5,842
2266
$208K ﹤0.01%
25,363
+2,590
2267
$208K ﹤0.01%
+8,233
2268
$208K ﹤0.01%
12,650
+831
2269
$208K ﹤0.01%
+4,452
2270
$208K ﹤0.01%
13,804
2271
$208K ﹤0.01%
+2,799
2272
$207K ﹤0.01%
13,680
-211
2273
$207K ﹤0.01%
17,068
-105
2274
$207K ﹤0.01%
33,736
+3,478
2275
$207K ﹤0.01%
13,125
+1,245
89 90
91
92 93