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
526
$3.88M 0.04%
+86,357
527
$3.88M 0.04%
+92,166
528
$3.85M 0.04%
+58,852
529
$3.84M 0.04%
+52,224
530
$3.84M 0.04%
+47,293
531
$3.82M 0.04%
+75,409
532
$3.82M 0.04%
+67,194
533
$3.79M 0.04%
+86,058
534
$3.79M 0.04%
+48,510
535
$3.75M 0.04%
+77,879
536
$3.75M 0.04%
+72,845
537
$3.75M 0.04%
+37,605
538
$3.73M 0.04%
+63,236
539
$3.7M 0.04%
+193,014
540
$3.7M 0.04%
+56,295
541
$3.68M 0.04%
+54,366
542
$3.68M 0.04%
+79,088
543
$3.67M 0.04%
+41,223
544
$3.65M 0.04%
+123,917
545
$3.65M 0.03%
+117,130
546
$3.65M 0.03%
+566,570
547
$3.65M 0.03%
+74,334
548
$3.65M 0.03%
+52,270
549
$3.63M 0.03%
+65,728
550
$3.62M 0.03%
+66,604
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