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
776
$1.83M 0.02%
+50,032
777
$1.83M 0.02%
+5,970
778
$1.83M 0.02%
+62,239
779
$1.82M 0.02%
+42,460
780
$1.81M 0.02%
+97,844
781
$1.81M 0.02%
+225,450
782
$1.8M 0.02%
+13,231
783
$1.79M 0.02%
+47,575
784
$1.79M 0.02%
+105,355
785
$1.79M 0.02%
+147,649
786
$1.79M 0.02%
+224,446
787
$1.79M 0.02%
+109,174
788
$1.78M 0.02%
+23,825
789
$1.78M 0.02%
+43,241
790
$1.77M 0.02%
+49,144
791
$1.77M 0.02%
+101,515
792
$1.77M 0.02%
+46,336
793
$1.76M 0.02%
+77,411
794
$1.76M 0.02%
+387
795
$1.76M 0.02%
+53,053
796
$1.75M 0.02%
+72,150
797
$1.74M 0.02%
+36,004
798
$1.74M 0.02%
+39,199
799
$1.73M 0.02%
+13,972
800
$1.73M 0.02%
+16,048
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