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
676
$2.49M 0.02%
+88,521
677
$2.49M 0.02%
+42,263
678
$2.47M 0.02%
+62,662
679
$2.44M 0.02%
+63,645
680
$2.44M 0.02%
+226,102
681
$2.44M 0.02%
+39,158
682
$2.43M 0.02%
+40,159
683
$2.42M 0.02%
+51,760
684
$2.42M 0.02%
+146,324
685
$2.42M 0.02%
+216,887
686
$2.41M 0.02%
+97,121
687
$2.41M 0.02%
+54,346
688
$2.4M 0.02%
+12,729
689
$2.39M 0.02%
+66,878
690
$2.39M 0.02%
+31,815
691
$2.39M 0.02%
+47,768
692
$2.37M 0.02%
+49,653
693
$2.36M 0.02%
+38,162
694
$2.36M 0.02%
+55,351
695
$2.35M 0.02%
+18,109
696
$2.34M 0.02%
+39,092
697
$2.33M 0.02%
+30,014
698
$2.33M 0.02%
+44,878
699
$2.31M 0.02%
+38,344
700
$2.31M 0.02%
+76,755
26 27
28
29 30