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
826
$1.6M 0.02%
+15,038
827
$1.6M 0.02%
+52,873
828
$1.6M 0.02%
+122,576
829
$1.6M 0.02%
+59,420
830
$1.59M 0.02%
+81,747
831
$1.59M 0.02%
+8,007
832
$1.59M 0.02%
+13,910
833
$1.58M 0.02%
+79,798
834
$1.57M 0.02%
+44,018
835
$1.57M 0.02%
+23,791
836
$1.57M 0.02%
+19,717
837
$1.57M 0.02%
+36,536
838
$1.56M 0.01%
+46,294
839
$1.56M 0.01%
+30,265
840
$1.56M 0.01%
+20,901
841
$1.56M 0.01%
+71,449
842
$1.56M 0.01%
+95,703
843
$1.56M 0.01%
+31,150
844
$1.56M 0.01%
+50,101
845
$1.55M 0.01%
+23,553
846
$1.55M 0.01%
+35,276
847
$1.55M 0.01%
+62,057
848
$1.55M 0.01%
+34,067
849
$1.55M 0.01%
+59,210
850
$1.54M 0.01%
+31,747
32 33
34
35 36