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
926
$1.29M 0.01%
+68,835
927
$1.28M 0.01%
+106,170
928
$1.28M 0.01%
+49,034
929
$1.28M 0.01%
+2,151
930
$1.28M 0.01%
+36,576
931
$1.28M 0.01%
+16,597
932
$1.27M 0.01%
+23,201
933
$1.27M 0.01%
+17,939
934
$1.27M 0.01%
+189,627
935
$1.27M 0.01%
+139,338
936
$1.27M 0.01%
+106,856
937
$1.27M 0.01%
+16,252
938
$1.26M 0.01%
+96,000
939
$1.26M 0.01%
+54,310
940
$1.25M 0.01%
+15,077
941
$1.25M 0.01%
+199,962
942
$1.25M 0.01%
+27,419
943
$1.25M 0.01%
+18,356
944
$1.25M 0.01%
+94,559
945
$1.25M 0.01%
+35,413
946
$1.25M 0.01%
+78,183
947
$1.25M 0.01%
+41,977
948
$1.25M 0.01%
+26,551
949
$1.25M 0.01%
+68,834
950
$1.25M 0.01%
+131,831
36 37
38
39 40