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
651
$2.68M 0.03%
+252,372
652
$2.68M 0.03%
+51,168
653
$2.67M 0.03%
+76,441
654
$2.67M 0.03%
+99,005
655
$2.66M 0.03%
+267,204
656
$2.66M 0.03%
+61,101
657
$2.65M 0.03%
+140,724
658
$2.65M 0.03%
+84,554
659
$2.64M 0.03%
+16,085
660
$2.62M 0.03%
+82,460
661
$2.62M 0.03%
+309,839
662
$2.56M 0.02%
+44,060
663
$2.55M 0.02%
+92,410
664
$2.55M 0.02%
+105,561
665
$2.53M 0.02%
+86,292
666
$2.53M 0.02%
+105,890
667
$2.53M 0.02%
+39,906
668
$2.52M 0.02%
+45,335
669
$2.52M 0.02%
+71,271
670
$2.52M 0.02%
+65,093
671
$2.52M 0.02%
+27,645
672
$2.51M 0.02%
+29,786
673
$2.5M 0.02%
+83,954
674
$2.5M 0.02%
+64,101
675
$2.5M 0.02%
+34,981
25 26
27
28 29