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
751
$1.99M 0.02%
+55,310
752
$1.98M 0.02%
+235,623
753
$1.97M 0.02%
+23,927
754
$1.96M 0.02%
+25,075
755
$1.96M 0.02%
+3,797
756
$1.96M 0.02%
+64,506
757
$1.96M 0.02%
+93,004
758
$1.96M 0.02%
+57,439
759
$1.95M 0.02%
+33,718
760
$1.95M 0.02%
+54,026
761
$1.94M 0.02%
+33,907
762
$1.94M 0.02%
+28,219
763
$1.94M 0.02%
+54,743
764
$1.9M 0.02%
+150,837
765
$1.9M 0.02%
+31,991
766
$1.89M 0.02%
+119,178
767
$1.88M 0.02%
+119,767
768
$1.88M 0.02%
+33,613
769
$1.88M 0.02%
+33,890
770
$1.88M 0.02%
+306,335
771
$1.88M 0.02%
+41,904
772
$1.87M 0.02%
+54,355
773
$1.86M 0.02%
+54,599
774
$1.86M 0.02%
+26,502
775
$1.83M 0.02%
+10,389
29 30
31
32 33