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
701
$2.31M 0.02%
+29,663
702
$2.3M 0.02%
+52,900
703
$2.29M 0.02%
+75,333
704
$2.29M 0.02%
+38,669
705
$2.28M 0.02%
+61,073
706
$2.28M 0.02%
+149,297
707
$2.27M 0.02%
+9,000
708
$2.27M 0.02%
+98,708
709
$2.27M 0.02%
+94,818
710
$2.26M 0.02%
+118,300
711
$2.26M 0.02%
+52,795
712
$2.24M 0.02%
+235,691
713
$2.22M 0.02%
+70,057
714
$2.22M 0.02%
+136,125
715
$2.22M 0.02%
+91,889
716
$2.22M 0.02%
+42,848
717
$2.21M 0.02%
+106
718
$2.2M 0.02%
+60,664
719
$2.19M 0.02%
+482,280
720
$2.19M 0.02%
+251,339
721
$2.19M 0.02%
+125,755
722
$2.17M 0.02%
+25,958
723
$2.16M 0.02%
+80,198
724
$2.15M 0.02%
+120,496
725
$2.15M 0.02%
+75,738
27 28
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30 31