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
301
$8.96M 0.09%
+221,522
302
$8.83M 0.08%
+55,092
303
$8.79M 0.08%
+73,068
304
$8.75M 0.08%
+614,373
305
$8.72M 0.08%
+297,890
306
$8.65M 0.08%
+256,249
307
$8.65M 0.08%
+454,543
308
$8.63M 0.08%
+344,844
309
$8.62M 0.08%
+240,181
310
$8.57M 0.08%
+214,547
311
$8.56M 0.08%
+313,235
312
$8.54M 0.08%
+361,797
313
$8.53M 0.08%
+287,102
314
$8.47M 0.08%
+169,335
315
$8.47M 0.08%
+89,179
316
$8.43M 0.08%
+263,298
317
$8.31M 0.08%
+91,521
318
$8.29M 0.08%
+131,798
319
$8.27M 0.08%
+137,332
320
$8.18M 0.08%
+631,010
321
$8.11M 0.08%
+159,973
322
$8.1M 0.08%
+93,060
323
$8.03M 0.08%
+194,916
324
$7.85M 0.08%
+465,273
325
$7.79M 0.07%
+163,956