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
2426
$48K ﹤0.01%
1,208
-264
2427
$47K ﹤0.01%
+10,187
2428
$47K ﹤0.01%
20,424
-5,112
2429
$44K ﹤0.01%
11,998
-391
2430
$42K ﹤0.01%
+2,556
2431
$40K ﹤0.01%
+543
2432
$37K ﹤0.01%
1,037
+204
2433
$31K ﹤0.01%
3,929
2434
$31K ﹤0.01%
1,133
+15
2435
$31K ﹤0.01%
11,000
2436
$31K ﹤0.01%
29,952
+727
2437
$30K ﹤0.01%
22,274
-11,987
2438
$29K ﹤0.01%
49,404
+50
2439
$28K ﹤0.01%
1,838
+142
2440
$28K ﹤0.01%
18,924
-6,619
2441
$20K ﹤0.01%
+1,198
2442
$18K ﹤0.01%
+1,500
2443
$16K ﹤0.01%
32
-9
2444
$16K ﹤0.01%
3,543
+1,092
2445
$9K ﹤0.01%
+1,028
2446
$8K ﹤0.01%
10,000
2447
$4K ﹤0.01%
5
2448
$4K ﹤0.01%
13,500
2449
$2K ﹤0.01%
13,454
-490,277
2450
– –
-9,653
96 97
98
99 100