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
726
$2.14M 0.02%
+20,524
727
$2.13M 0.02%
+57,611
728
$2.13M 0.02%
+95,543
729
$2.13M 0.02%
+45,263
730
$2.12M 0.02%
+35,898
731
$2.11M 0.02%
+170,863
732
$2.11M 0.02%
+52,851
733
$2.09M 0.02%
+44,146
734
$2.07M 0.02%
+57,058
735
$2.07M 0.02%
+115,614
736
$2.06M 0.02%
+44,264
737
$2.06M 0.02%
+95,964
738
$2.05M 0.02%
+279,536
739
$2.04M 0.02%
+27,031
740
$2.04M 0.02%
+115,234
741
$2.03M 0.02%
+26,399
742
$2.03M 0.02%
+55,041
743
$2.03M 0.02%
+69,428
744
$2.03M 0.02%
+52,841
745
$2.02M 0.02%
+21,565
746
$2.02M 0.02%
+16,176
747
$2.01M 0.02%
+30,991
748
$2M 0.02%
+42,910
749
$2M 0.02%
+94,278
750
$2M 0.02%
+20,548
28 29
30
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