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
276
$10.1M 0.1%
+137,034
277
$10.1M 0.1%
+235,450
278
$10.1M 0.1%
+108,020
279
$9.91M 0.09%
+108,265
280
$9.87M 0.09%
+115,026
281
$9.78M 0.09%
+150,557
282
$9.77M 0.09%
+248,716
283
$9.73M 0.09%
+111,990
284
$9.67M 0.09%
+306,748
285
$9.66M 0.09%
+133,206
286
$9.64M 0.09%
+547,322
287
$9.55M 0.09%
+119,545
288
$9.54M 0.09%
+200,520
289
$9.52M 0.09%
+457,263
290
$9.49M 0.09%
+95,462
291
$9.36M 0.09%
+457,704
292
$9.35M 0.09%
+62,831
293
$9.32M 0.09%
+142,104
294
$9.28M 0.09%
+70,426
295
$9.12M 0.09%
+99,315
296
$9.09M 0.09%
+910,369
297
$9.09M 0.09%
+322,406
298
$9.06M 0.09%
+72,688
299
$9.05M 0.09%
+581,812
300
$9.02M 0.09%
+199,892