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
876
$1.44M 0.01%
+158,093
877
$1.44M 0.01%
+57,296
878
$1.44M 0.01%
+43,621
879
$1.44M 0.01%
+111,337
880
$1.43M 0.01%
+34,714
881
$1.43M 0.01%
+38,840
882
$1.43M 0.01%
+31,414
883
$1.43M 0.01%
+16,663
884
$1.42M 0.01%
+22,833
885
$1.42M 0.01%
+13,322
886
$1.42M 0.01%
+28,803
887
$1.41M 0.01%
+13,488
888
$1.41M 0.01%
+12,668
889
$1.41M 0.01%
+22,538
890
$1.41M 0.01%
+61,297
891
$1.4M 0.01%
+39,036
892
$1.39M 0.01%
+36,279
893
$1.39M 0.01%
+53,751
894
$1.38M 0.01%
+21,217
895
$1.38M 0.01%
+20,437
896
$1.37M 0.01%
+194,580
897
$1.37M 0.01%
+43,943
898
$1.37M 0.01%
+38,458
899
$1.37M 0.01%
+38,495
900
$1.36M 0.01%
+26,767
34 35
36
37 38