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
476
$4.45M 0.04%
+121,248
477
$4.44M 0.04%
+110,998
478
$4.42M 0.04%
+65,984
479
$4.4M 0.04%
+59,708
480
$4.39M 0.04%
+90,130
481
$4.39M 0.04%
+95,556
482
$4.37M 0.04%
+43,335
483
$4.34M 0.04%
+30,549
484
$4.34M 0.04%
+181,810
485
$4.33M 0.04%
+303,079
486
$4.33M 0.04%
+55,852
487
$4.32M 0.04%
+1,072,542
488
$4.32M 0.04%
+274,020
489
$4.31M 0.04%
+782,790
490
$4.28M 0.04%
+83,109
491
$4.24M 0.04%
+19,495
492
$4.18M 0.04%
+93,438
493
$4.17M 0.04%
+58,760
494
$4.17M 0.04%
+296,420
495
$4.17M 0.04%
+39,008
496
$4.16M 0.04%
+50,043
497
$4.14M 0.04%
+50,004
498
$4.14M 0.04%
+41,021
499
$4.13M 0.04%
+15,595
500
$4.12M 0.04%
+41,562
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