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
$10.4B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,058
New
Increased
Reduced
Closed

Top Buys

1
+$272M
2
+$156M
3
+$136M
4
GE icon
GE Aerospace
GE
+$103M
5
VZ icon
Verizon
VZ
+$103M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.01%
2 Industrials 10.64%
3 Healthcare 10.34%
4 Financials 8.93%
5 Energy 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12.4M 0.12%
+168,946
227
$12.4M 0.12%
+254,614
228
$12.4M 0.12%
+190,800
229
$12.4M 0.12%
+363,050
230
$12.4M 0.12%
+570,642
231
$12.2M 0.12%
+999,938
232
$12.2M 0.12%
+251,046
233
$12.2M 0.12%
+490,767
234
$12.2M 0.12%
+249,522
235
$12.2M 0.12%
+510,472
236
$12.2M 0.12%
+158,553
237
$12.2M 0.12%
+1,176,756
238
$12.1M 0.12%
+213,642
239
$12.1M 0.12%
+298,155
240
$12.1M 0.12%
+107,769
241
$12.1M 0.12%
+81,596
242
$12M 0.12%
+150,866
243
$12M 0.12%
+588,911
244
$12M 0.11%
+267,670
245
$11.9M 0.11%
+156,551
246
$11.9M 0.11%
+9,976
247
$11.7M 0.11%
+279,302
248
$11.6M 0.11%
+233,630
249
$11.6M 0.11%
+101,543
250
$11.6M 0.11%
+953,513
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