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
901
$1.36M 0.01%
+1,357
902
$1.36M 0.01%
+140,887
903
$1.36M 0.01%
+23,618
904
$1.34M 0.01%
+54,601
905
$1.34M 0.01%
+118,536
906
$1.34M 0.01%
+37,088
907
$1.33M 0.01%
+60,194
908
$1.33M 0.01%
+7,198
909
$1.33M 0.01%
+21,096
910
$1.32M 0.01%
+6,435
911
$1.32M 0.01%
+54,051
912
$1.32M 0.01%
+82,105
913
$1.32M 0.01%
+52,474
914
$1.32M 0.01%
+4,896
915
$1.31M 0.01%
+177,675
916
$1.31M 0.01%
+42,600
917
$1.3M 0.01%
+28,023
918
$1.3M 0.01%
+69,153
919
$1.3M 0.01%
+71,379
920
$1.3M 0.01%
+12,168
921
$1.3M 0.01%
+15,651
922
$1.3M 0.01%
+92,382
923
$1.3M 0.01%
+28,612
924
$1.29M 0.01%
+22,987
925
$1.29M 0.01%
+35,703
35 36
37
38 39