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
51
$35.4M 0.34%
+648,642
52
$35.2M 0.34%
+470,674
53
$34.2M 0.33%
+868,163
54
$34.1M 0.33%
+353,245
55
$33.4M 0.32%
+500,630
56
$33.2M 0.32%
+881,680
57
$32.8M 0.31%
+385,956
58
$31.8M 0.3%
+823,437
59
$31.5M 0.3%
+428,723
60
$31.1M 0.3%
+589,584
61
$31.1M 0.3%
+554,694
62
$30.9M 0.3%
+433,112
63
$30.9M 0.3%
+492,855
64
$30.8M 0.3%
+326,623
65
$30.8M 0.29%
+245,507
66
$30.7M 0.29%
+419,581
67
$30.3M 0.29%
+1,303,621
68
$30.3M 0.29%
+452,754
69
$29.5M 0.28%
+348,770
70
$29M 0.28%
+532,648
71
$29M 0.28%
+248,853
72
$28.8M 0.28%
+682,834
73
$28.1M 0.27%
+224,518
74
$28M 0.27%
+423,984
75
$27.9M 0.27%
+3,330,247
1 2
3
4 5