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
951
$1.24M 0.01%
+17,681
952
$1.24M 0.01%
+37,954
953
$1.23M 0.01%
+9,220
954
$1.23M 0.01%
+57,644
955
$1.23M 0.01%
+11,467
956
$1.23M 0.01%
+57,042
957
$1.23M 0.01%
+53,732
958
$1.23M 0.01%
+63,880
959
$1.22M 0.01%
+34,655
960
$1.22M 0.01%
+189,523
961
$1.22M 0.01%
+95,726
962
$1.22M 0.01%
+42,484
963
$1.22M 0.01%
+1,066
964
$1.22M 0.01%
+21,054
965
$1.22M 0.01%
+14,429
966
$1.22M 0.01%
+6,888
967
$1.22M 0.01%
+93,921
968
$1.21M 0.01%
+56,187
969
$1.21M 0.01%
+50,529
970
$1.21M 0.01%
+26,607
971
$1.21M 0.01%
+9,068
972
$1.2M 0.01%
+21,413
973
$1.2M 0.01%
+93,552
974
$1.2M 0.01%
+55,106
975
$1.2M 0.01%
+12,028
37 38
39
40 41