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
251
$11.6M 0.11%
+116,976
252
$11.6M 0.11%
+177,032
253
$11.4M 0.11%
+131,272
254
$11.4M 0.11%
+91,955
255
$11.3M 0.11%
+258,524
256
$11.3M 0.11%
+121,445
257
$11.2M 0.11%
+286,425
258
$11.2M 0.11%
+110,235
259
$11M 0.11%
+155,635
260
$11M 0.11%
+462,755
261
$11M 0.1%
+261,117
262
$10.9M 0.1%
+198,771
263
$10.8M 0.1%
+136,786
264
$10.8M 0.1%
+153,737
265
$10.6M 0.1%
+447,168
266
$10.6M 0.1%
+291,381
267
$10.6M 0.1%
+1,339,039
268
$10.5M 0.1%
+112,162
269
$10.5M 0.1%
+92,655
270
$10.5M 0.1%
+275,179
271
$10.5M 0.1%
+525,479
272
$10.4M 0.1%
+343,290
273
$10.3M 0.1%
+273,465
274
$10.2M 0.1%
+86,152
275
$10.2M 0.1%
+77,949
9 10
11
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