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
426
$5.23M 0.05%
+393,846
427
$5.22M 0.05%
+221,502
428
$5.2M 0.05%
+173,980
429
$5.2M 0.05%
+91,885
430
$5.18M 0.05%
+73,989
431
$5.16M 0.05%
+64,821
432
$5.16M 0.05%
+193,038
433
$5.14M 0.05%
+363,450
434
$5.14M 0.05%
+79,118
435
$5.13M 0.05%
+58,856
436
$5.12M 0.05%
+146,524
437
$5.12M 0.05%
+130,545
438
$5.1M 0.05%
+86,639
439
$5.08M 0.05%
+252,814
440
$5.08M 0.05%
+58,169
441
$5.06M 0.05%
+65,996
442
$5.06M 0.05%
+91,799
443
$5.05M 0.05%
+127,565
444
$5.04M 0.05%
+1,313,690
445
$5.03M 0.05%
+196,356
446
$4.99M 0.05%
+32,362
447
$4.98M 0.05%
+88,793
448
$4.98M 0.05%
+67,869
449
$4.95M 0.05%
+185,198
450
$4.91M 0.05%
+123,849