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
351
$6.88M 0.07%
+78,429
352
$6.85M 0.07%
+114,871
353
$6.82M 0.07%
+98,691
354
$6.8M 0.07%
+169,262
355
$6.77M 0.06%
+156,073
356
$6.77M 0.06%
+246,120
357
$6.72M 0.06%
+17,795
358
$6.69M 0.06%
+102,951
359
$6.69M 0.06%
+21,268
360
$6.62M 0.06%
+122,545
361
$6.61M 0.06%
+102,866
362
$6.55M 0.06%
+207,630
363
$6.54M 0.06%
+241,981
364
$6.54M 0.06%
+78,433
365
$6.53M 0.06%
+42,223
366
$6.5M 0.06%
+53,622
367
$6.49M 0.06%
+25,390
368
$6.48M 0.06%
+244,368
369
$6.48M 0.06%
+99,642
370
$6.43M 0.06%
+215,358
371
$6.42M 0.06%
+417,722
372
$6.42M 0.06%
+80,214
373
$6.38M 0.06%
+213,520
374
$6.36M 0.06%
+119,776
375
$6.35M 0.06%
+59,552
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