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
2276
$206K ﹤0.01%
+5,032
2277
$206K ﹤0.01%
+5,115
2278
$206K ﹤0.01%
+9,920
2279
$206K ﹤0.01%
+7,342
2280
$205K ﹤0.01%
+3,956
2281
$205K ﹤0.01%
15,778
+559
2282
$204K ﹤0.01%
21,233
+3,862
2283
$204K ﹤0.01%
3,315
-1,689
2284
$204K ﹤0.01%
+8,304
2285
$203K ﹤0.01%
13,651
2286
$203K ﹤0.01%
+11,311
2287
$203K ﹤0.01%
10,721
+696
2288
$202K ﹤0.01%
+4,693
2289
$202K ﹤0.01%
+5,852
2290
$202K ﹤0.01%
32,228
+2
2291
$201K ﹤0.01%
10,736
-1,244
2292
$201K ﹤0.01%
11,852
2293
$201K ﹤0.01%
16,913
+1,017
2294
$201K ﹤0.01%
23,889
+3,007
2295
$201K ﹤0.01%
4,219
+4
2296
$200K ﹤0.01%
20,844
-7,655
2297
$199K ﹤0.01%
23,902
+1,990
2298
$199K ﹤0.01%
12,011
-797
2299
$198K ﹤0.01%
12,700
2300
$197K ﹤0.01%
19,477
-1,324
90 91
92
93 94