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
451
$4.89M 0.05%
+97,223
452
$4.83M 0.05%
+67,801
453
$4.82M 0.05%
+142,377
454
$4.81M 0.05%
+115,955
455
$4.78M 0.05%
+49,008
456
$4.75M 0.05%
+88,838
457
$4.75M 0.05%
+86,156
458
$4.72M 0.05%
+81,252
459
$4.72M 0.05%
+94,971
460
$4.7M 0.04%
+133,599
461
$4.69M 0.04%
+10,469,320
462
$4.65M 0.04%
+22,037
463
$4.64M 0.04%
+95,945
464
$4.64M 0.04%
+121,607
465
$4.63M 0.04%
+83,305
466
$4.62M 0.04%
+454,213
467
$4.6M 0.04%
+231,354
468
$4.58M 0.04%
+111,760
469
$4.55M 0.04%
+55,996
470
$4.52M 0.04%
+68,841
471
$4.52M 0.04%
+48,948
472
$4.51M 0.04%
+67,953
473
$4.48M 0.04%
+42,177
474
$4.48M 0.04%
+187,098
475
$4.45M 0.04%
+473
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