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 12.82%
2 Industrials 10.83%
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
1001
$1.14M 0.01%
+72,460
1002
$1.14M 0.01%
+26,287
1003
$1.14M 0.01%
+77,869
1004
$1.14M 0.01%
+82,465
1005
$1.14M 0.01%
+26,686
1006
$1.13M 0.01%
+11,010
1007
$1.13M 0.01%
+60,014
1008
$1.13M 0.01%
+102,321
1009
$1.13M 0.01%
+19,707
1010
$1.13M 0.01%
+16,404
1011
$1.13M 0.01%
+34,287
1012
$1.13M 0.01%
+49,103
1013
$1.13M 0.01%
+91,963
1014
$1.12M 0.01%
+27,321
1015
$1.12M 0.01%
+27,234
1016
$1.12M 0.01%
+27,435
1017
$1.12M 0.01%
+45,615
1018
$1.12M 0.01%
+80,256
1019
$1.11M 0.01%
+22,007
1020
$1.11M 0.01%
+6,433
1021
$1.11M 0.01%
+26,818
1022
$1.11M 0.01%
+76,517
1023
$1.11M 0.01%
+17,383
1024
$1.11M 0.01%
+30,132
1025
$1.1M 0.01%
+27,040
39 40
41
42 43