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
626
$2.96M 0.03%
+251,162
627
$2.95M 0.03%
+27,654
628
$2.95M 0.03%
+21,367
629
$2.95M 0.03%
+58,287
630
$2.92M 0.03%
+62,849
631
$2.9M 0.03%
+76,857
632
$2.89M 0.03%
+48,123
633
$2.88M 0.03%
+111,017
634
$2.87M 0.03%
+193,238
635
$2.87M 0.03%
+126,018
636
$2.86M 0.03%
+25,355
637
$2.85M 0.03%
+86,354
638
$2.85M 0.03%
+75,265
639
$2.84M 0.03%
+124,725
640
$2.83M 0.03%
+2,036
641
$2.79M 0.03%
+32,992
642
$2.79M 0.03%
+106,760
643
$2.78M 0.03%
+56,965
644
$2.77M 0.03%
+74,959
645
$2.76M 0.03%
+92,224
646
$2.75M 0.03%
+62,789
647
$2.74M 0.03%
+38,021
648
$2.73M 0.03%
+96,516
649
$2.73M 0.03%
+141,310
650
$2.72M 0.03%
+56,768
24 25
26
27 28