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
551
$3.61M 0.03%
+55,838
552
$3.6M 0.03%
+71,434
553
$3.6M 0.03%
+52,796
554
$3.58M 0.03%
+83,560
555
$3.56M 0.03%
+56,396
556
$3.56M 0.03%
+62,821
557
$3.56M 0.03%
+30,889
558
$3.54M 0.03%
+77,674
559
$3.53M 0.03%
+117,828
560
$3.53M 0.03%
+59,963
561
$3.52M 0.03%
+276,452
562
$3.52M 0.03%
+284,874
563
$3.52M 0.03%
+240,122
564
$3.51M 0.03%
+56,370
565
$3.5M 0.03%
+39,777
566
$3.5M 0.03%
+100,596
567
$3.47M 0.03%
+135,216
568
$3.47M 0.03%
+264,518
569
$3.46M 0.03%
+147,737
570
$3.46M 0.03%
+141,278
571
$3.43M 0.03%
+115,602
572
$3.43M 0.03%
+296,322
573
$3.41M 0.03%
+132,363
574
$3.41M 0.03%
+42,616
575
$3.41M 0.03%
+104,436
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