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
976
$1.19M 0.01%
+20,404
977
$1.19M 0.01%
+47,050
978
$1.19M 0.01%
+70,411
979
$1.19M 0.01%
+66,730
980
$1.19M 0.01%
+22,812
981
$1.19M 0.01%
+38,920
982
$1.19M 0.01%
+11,961
983
$1.18M 0.01%
+35,276
984
$1.18M 0.01%
+29,295
985
$1.18M 0.01%
+11,110
986
$1.17M 0.01%
+5,284
987
$1.17M 0.01%
+7,017
988
$1.17M 0.01%
+47,282
989
$1.17M 0.01%
+23,920
990
$1.17M 0.01%
+26,171
991
$1.16M 0.01%
+22,101
992
$1.16M 0.01%
+44,706
993
$1.16M 0.01%
+21,305
994
$1.16M 0.01%
+21,884
995
$1.15M 0.01%
+50,362
996
$1.15M 0.01%
+23,666
997
$1.15M 0.01%
+42,878
998
$1.15M 0.01%
+18,547
999
$1.14M 0.01%
+113,133
1000
$1.14M 0.01%
+7,995
38 39
40
41 42