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
376
$6.35M 0.06%
+98,372
377
$6.31M 0.06%
+130,368
378
$6.31M 0.06%
+61,984
379
$6.29M 0.06%
+174,196
380
$6.27M 0.06%
+138,026
381
$6.26M 0.06%
+141,111
382
$6.24M 0.06%
+105,414
383
$6.23M 0.06%
+125,704
384
$6.18M 0.06%
+86,248
385
$6.15M 0.06%
+90,293
386
$6.06M 0.06%
+104,207
387
$6.05M 0.06%
+54,912
388
$6M 0.06%
+129,666
389
$5.99M 0.06%
+73,072
390
$5.97M 0.06%
+91,169
391
$5.96M 0.06%
+76,653
392
$5.95M 0.06%
+439,806
393
$5.92M 0.06%
+15,140
394
$5.9M 0.06%
+320,662
395
$5.88M 0.06%
+71,670
396
$5.81M 0.06%
+118,923
397
$5.72M 0.05%
+125,103
398
$5.71M 0.05%
+198,863
399
$5.64M 0.05%
+169,455
400
$5.64M 0.05%
+104,232
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