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
26
$52.3M 0.5%
+1,288,873
27
$52.1M 0.5%
+2,085,576
28
$50M 0.48%
+472,630
29
$47.5M 0.45%
+484,501
30
$47.5M 0.45%
+546,102
31
$46.8M 0.45%
+571,556
32
$46.7M 0.45%
+832,016
33
$45.7M 0.44%
+149,421
34
$44.2M 0.42%
+818,780
35
$43.6M 0.42%
+522,754
36
$43.5M 0.42%
+613,885
37
$43.4M 0.42%
+501,547
38
$41.5M 0.4%
+423,845
39
$40.5M 0.39%
+476,469
40
$40.5M 0.39%
+1,588,317
41
$40.1M 0.38%
+217,719
42
$38.9M 0.37%
+736,631
43
$38.5M 0.37%
+874,480
44
$38.2M 0.37%
+568,015
45
$38M 0.36%
+700,762
46
$37.7M 0.36%
+584,299
47
$37.2M 0.36%
+217,145
48
$36.8M 0.35%
+304,677
49
$36.7M 0.35%
+849,096
50
$35.6M 0.34%
+364,796
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