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
1051
$1.04M 0.01%
+8,333
1052
$1.04M 0.01%
+37,977
1053
$1.04M 0.01%
+8,344
1054
$1.04M 0.01%
+111,475
1055
$1.04M 0.01%
+54,034
1056
$1.04M 0.01%
+235,055
1057
$1.03M 0.01%
+41,220
1058
$1.03M 0.01%
+44,300
1059
$1.03M 0.01%
+14,323
1060
$1.03M 0.01%
+75,795
1061
$1.03M 0.01%
+23,309
1062
$1.03M 0.01%
+31,494
1063
$1.03M 0.01%
+22,476
1064
$1.02M 0.01%
+31,126
1065
$1.02M 0.01%
+14,839
1066
$1.02M 0.01%
+34,099
1067
$1.02M 0.01%
+18,058
1068
$1.02M 0.01%
+8,067
1069
$1.02M 0.01%
+42,910
1070
$1.02M 0.01%
+12,543
1071
$1.01M 0.01%
+31,446
1072
$1.01M 0.01%
+46,507
1073
$1M 0.01%
+8,852
1074
$1M 0.01%
+29,364
1075
$998K 0.01%
+810
41 42
43
44 45