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
851
$1.54M 0.01%
+30,645
852
$1.53M 0.01%
+37,168
853
$1.52M 0.01%
+14,001
854
$1.52M 0.01%
+32,318
855
$1.52M 0.01%
+115,877
856
$1.52M 0.01%
+52,815
857
$1.51M 0.01%
+43,674
858
$1.5M 0.01%
+95,426
859
$1.49M 0.01%
+27,912
860
$1.49M 0.01%
+29,398
861
$1.49M 0.01%
+23,673
862
$1.49M 0.01%
+17,744
863
$1.49M 0.01%
+273,000
864
$1.48M 0.01%
+7,514
865
$1.48M 0.01%
+61,426
866
$1.47M 0.01%
+50,768
867
$1.47M 0.01%
+33,914
868
$1.46M 0.01%
+111,456
869
$1.46M 0.01%
+49,227
870
$1.46M 0.01%
+14,098
871
$1.45M 0.01%
+34,776
872
$1.45M 0.01%
+51,285
873
$1.45M 0.01%
+77,603
874
$1.45M 0.01%
+67,725
875
$1.45M 0.01%
+36,730
33 34
35
36 37