Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$267M
2
+$154M
3
+$125M
4
GE icon
GE Aerospace
GE
+$103M
5
VZ icon
Verizon
VZ
+$102M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.82%
2 Industrials 10.83%
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
801
$1.73M 0.02%
+9,353
802
$1.73M 0.02%
+41,785
803
$1.73M 0.02%
+50,561
804
$1.73M 0.02%
+60,856
805
$1.72M 0.02%
+37,461
806
$1.72M 0.02%
+136,999
807
$1.72M 0.02%
+53,973
808
$1.71M 0.02%
+39,384
809
$1.71M 0.02%
+30,935
810
$1.71M 0.02%
+124,176
811
$1.7M 0.02%
+96,592
812
$1.69M 0.02%
+15,823
813
$1.68M 0.02%
+131,562
814
$1.67M 0.02%
+31,898
815
$1.66M 0.02%
+34,445
816
$1.66M 0.02%
+24,989
817
$1.65M 0.02%
+25,040
818
$1.64M 0.02%
+60,640
819
$1.63M 0.02%
+28,095
820
$1.63M 0.02%
+55,181
821
$1.63M 0.02%
+63,131
822
$1.62M 0.02%
+41,727
823
$1.61M 0.02%
+19,633
824
$1.61M 0.02%
+47,507
825
$1.6M 0.02%
+16,582
31 32
33
34 35