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
2401
$92K ﹤0.01%
+18,090
2402
$91K ﹤0.01%
+54,052
2403
$91K ﹤0.01%
+14,620
2404
$91K ﹤0.01%
12,900
-2,000
2405
$88K ﹤0.01%
12,611
2406
$86K ﹤0.01%
20,936
+3,656
2407
$81K ﹤0.01%
1,443
+920
2408
$81K ﹤0.01%
52,500
2409
$81K ﹤0.01%
60,000
+20,200
2410
$78K ﹤0.01%
21,226
-12,727
2411
$76K ﹤0.01%
+14,300
2412
$74K ﹤0.01%
3,724
-181
2413
$73K ﹤0.01%
11,325
-93
2414
$69K ﹤0.01%
13,540
-2,274
2415
$69K ﹤0.01%
+11,550
2416
$63K ﹤0.01%
56,200
+29,800
2417
$62K ﹤0.01%
5
-4
2418
$62K ﹤0.01%
+13,200
2419
$60K ﹤0.01%
10,300
-15,000
2420
$58K ﹤0.01%
13,960
2421
$54K ﹤0.01%
13,860
+47
2422
$52K ﹤0.01%
11,237
2423
$52K ﹤0.01%
7,081
2424
$49K ﹤0.01%
+240
2425
$48K ﹤0.01%
10,000
95 96
97
98 99