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
601
$3.18M 0.03%
+66,064
602
$3.18M 0.03%
+65,241
603
$3.17M 0.03%
+31,969
604
$3.17M 0.03%
+73,282
605
$3.17M 0.03%
+140,675
606
$3.12M 0.03%
+39,546
607
$3.09M 0.03%
+136,597
608
$3.08M 0.03%
+58,773
609
$3.07M 0.03%
+65,510
610
$3.07M 0.03%
+100,255
611
$3.06M 0.03%
+9,634
612
$3.06M 0.03%
+23,836
613
$3.06M 0.03%
+57,174
614
$3.05M 0.03%
+21,843
615
$3.04M 0.03%
+56,498
616
$3.04M 0.03%
+103,711
617
$3.04M 0.03%
+56,788
618
$3.04M 0.03%
+154,895
619
$3.03M 0.03%
+51,297
620
$3.03M 0.03%
+151,299
621
$3.03M 0.03%
+136,167
622
$3.01M 0.03%
+39,426
623
$2.99M 0.03%
+50,021
624
$2.99M 0.03%
+60,716
625
$2.96M 0.03%
+126,782
23 24
25
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