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
2351
$138K ﹤0.01%
25,705
-4,100
2352
$137K ﹤0.01%
4,513
-126
2353
$137K ﹤0.01%
10,000
2354
$137K ﹤0.01%
+11,231
2355
$134K ﹤0.01%
15,396
-584
2356
$134K ﹤0.01%
11,815
-17,895
2357
$133K ﹤0.01%
15,446
-885
2358
$133K ﹤0.01%
36,500
+1,500
2359
$132K ﹤0.01%
+11,358
2360
$131K ﹤0.01%
20,600
+500
2361
$131K ﹤0.01%
13,895
+515
2362
$130K ﹤0.01%
+10,417
2363
$130K ﹤0.01%
+2,532
2364
$130K ﹤0.01%
+13,000
2365
$130K ﹤0.01%
11,503
-15,796
2366
$129K ﹤0.01%
12,780
-2,465
2367
$125K ﹤0.01%
12,521
+800
2368
$124K ﹤0.01%
+10,050
2369
$120K ﹤0.01%
15,267
-1,800
2370
$119K ﹤0.01%
11,363
+104
2371
$119K ﹤0.01%
11,606
+1,225
2372
$118K ﹤0.01%
10,813
-1,000
2373
$115K ﹤0.01%
+11,081
2374
$115K ﹤0.01%
21,200
+8,524
2375
$114K ﹤0.01%
20,000
-46
93 94
95
96 97