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
401
$5.63M 0.05%
+95,399
402
$5.63M 0.05%
+54,025
403
$5.61M 0.05%
+115,529
404
$5.6M 0.05%
+162,708
405
$5.59M 0.05%
+191,067
406
$5.58M 0.05%
+151,295
407
$5.58M 0.05%
+181,446
408
$5.57M 0.05%
+68,369
409
$5.56M 0.05%
+294,060
410
$5.55M 0.05%
+145,525
411
$5.53M 0.05%
+116,640
412
$5.5M 0.05%
+67,357
413
$5.49M 0.05%
+168,243
414
$5.47M 0.05%
+74,927
415
$5.4M 0.05%
+157,418
416
$5.4M 0.05%
+471,088
417
$5.39M 0.05%
+62,568
418
$5.37M 0.05%
+77,284
419
$5.36M 0.05%
+173,405
420
$5.35M 0.05%
+54,932
421
$5.32M 0.05%
+563,259
422
$5.3M 0.05%
+242,894
423
$5.28M 0.05%
+127,696
424
$5.27M 0.05%
+26,362
425
$5.25M 0.05%
+80,769