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
501
$4.09M 0.04%
+157,225
502
$4.08M 0.04%
+52,907
503
$4.08M 0.04%
+102,951
504
$4.07M 0.04%
+76,313
505
$4.04M 0.04%
+39,064
506
$4.04M 0.04%
+128,252
507
$4.04M 0.04%
+103,094
508
$4.03M 0.04%
+146,398
509
$4.03M 0.04%
+168,459
510
$4.02M 0.04%
+287,720
511
$4M 0.04%
+48,262
512
$3.99M 0.04%
+68,513
513
$3.98M 0.04%
+233,871
514
$3.98M 0.04%
+120,622
515
$3.96M 0.04%
+321,310
516
$3.94M 0.04%
+144,257
517
$3.93M 0.04%
+21
518
$3.92M 0.04%
+74,748
519
$3.92M 0.04%
+130,714
520
$3.92M 0.04%
+74,681
521
$3.91M 0.04%
+107,985
522
$3.91M 0.04%
+36,503
523
$3.9M 0.04%
+73,666
524
$3.9M 0.04%
+47,649
525
$3.89M 0.04%
+150,651
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