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
326
$7.73M 0.07%
+208,283
327
$7.73M 0.07%
+238,206
328
$7.72M 0.07%
+2,057,010
329
$7.72M 0.07%
+208,547
330
$7.64M 0.07%
+162,255
331
$7.56M 0.07%
+380,472
332
$7.53M 0.07%
+285,654
333
$7.5M 0.07%
+178,377
334
$7.5M 0.07%
+69,428
335
$7.41M 0.07%
+139,512
336
$7.33M 0.07%
+85,923
337
$7.32M 0.07%
+1,400,439
338
$7.3M 0.07%
+48,868
339
$7.25M 0.07%
+122,331
340
$7.25M 0.07%
+67,101
341
$7.18M 0.07%
+512,979
342
$7.11M 0.07%
+144,577
343
$7.11M 0.07%
+192,754
344
$6.99M 0.07%
+507,931
345
$6.97M 0.07%
+71,575
346
$6.96M 0.07%
+27,532
347
$6.94M 0.07%
+46,569
348
$6.91M 0.07%
+409,836
349
$6.89M 0.07%
+532,072
350
$6.88M 0.07%
+565,095
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