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
76
$27.9M 0.27%
+364,850
77
$27.7M 0.27%
+280,673
78
$27.7M 0.27%
+1,331,334
79
$27.6M 0.26%
+561,469
80
$27.4M 0.26%
+407,833
81
$27.2M 0.26%
+810,477
82
$26.9M 0.26%
+163,992
83
$26.8M 0.26%
+568,982
84
$26.8M 0.26%
+275,351
85
$26.6M 0.25%
+246,767
86
$26.4M 0.25%
+352,534
87
$26.3M 0.25%
+349,782
88
$25.5M 0.24%
+481,172
89
$25.3M 0.24%
+535,062
90
$25.3M 0.24%
+779,400
91
$25.3M 0.24%
+1,502,800
92
$25.3M 0.24%
+498,382
93
$25.2M 0.24%
+225,361
94
$24.8M 0.24%
+5,108
95
$24.4M 0.23%
+666,315
96
$24.4M 0.23%
+99,361
97
$24.3M 0.23%
+148,809
98
$24.3M 0.23%
+230,624
99
$24.2M 0.23%
+660,274
100
$24.1M 0.23%
+556,785
2 3
4
5 6