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
1026
$1.1M 0.01%
+15,000
1027
$1.1M 0.01%
+17,404
1028
$1.1M 0.01%
+24,592
1029
$1.1M 0.01%
+28,221
1030
$1.09M 0.01%
+42,169
1031
$1.09M 0.01%
+24,815
1032
$1.08M 0.01%
+17,126
1033
$1.08M 0.01%
+21,570
1034
$1.08M 0.01%
+63,007
1035
$1.08M 0.01%
+221,196
1036
$1.08M 0.01%
+43,635
1037
$1.07M 0.01%
+23,575
1038
$1.07M 0.01%
+20,436
1039
$1.07M 0.01%
+19,150
1040
$1.06M 0.01%
+12,675
1041
$1.06M 0.01%
+74,404
1042
$1.06M 0.01%
+53,814
1043
$1.06M 0.01%
+15,826
1044
$1.05M 0.01%
+25,588
1045
$1.05M 0.01%
+20,154
1046
$1.05M 0.01%
+23,282
1047
$1.05M 0.01%
+24,831
1048
$1.05M 0.01%
+2,901
1049
$1.05M 0.01%
+14,948
1050
$1.04M 0.01%
+90,188
40 41
42
43 44