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
576
$3.4M 0.03%
+30,097
577
$3.4M 0.03%
+73,012
578
$3.4M 0.03%
+30,869
579
$3.36M 0.03%
+26,739
580
$3.35M 0.03%
+127,729
581
$3.34M 0.03%
+41,121
582
$3.34M 0.03%
+108,338
583
$3.33M 0.03%
+70,665
584
$3.3M 0.03%
+97,069
585
$3.3M 0.03%
+96,631
586
$3.29M 0.03%
+57,099
587
$3.28M 0.03%
+26,142
588
$3.28M 0.03%
+58,747
589
$3.25M 0.03%
+55,854
590
$3.25M 0.03%
+5,420
591
$3.25M 0.03%
+45,528
592
$3.23M 0.03%
+70,985
593
$3.22M 0.03%
+73,149
594
$3.22M 0.03%
+80,385
595
$3.22M 0.03%
+254,124
596
$3.21M 0.03%
+67,487
597
$3.21M 0.03%
+54,453
598
$3.2M 0.03%
+29,774
599
$3.2M 0.03%
+85,874
600
$3.2M 0.03%
+87,374
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