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
1076
$996K 0.01%
+7,183
1077
$996K 0.01%
+43,287
1078
$996K 0.01%
+8,192
1079
$995K 0.01%
+67,751
1080
$995K 0.01%
+9,426
1081
$990K 0.01%
+46,062
1082
$990K 0.01%
+10,808
1083
$987K 0.01%
+43,340
1084
$986K 0.01%
+14,925
1085
$985K 0.01%
+18,516
1086
$984K 0.01%
+86,302
1087
$982K 0.01%
+23,596
1088
$982K 0.01%
+73,237
1089
$980K 0.01%
+24,425
1090
$980K 0.01%
+31,374
1091
$978K 0.01%
+39,968
1092
$977K 0.01%
+33,343
1093
$976K 0.01%
+46,805
1094
$974K 0.01%
+14,026
1095
$974K 0.01%
+117,951
1096
$973K 0.01%
+22,356
1097
$972K 0.01%
+26,212
1098
$971K 0.01%
+7,702
1099
$971K 0.01%
+31,421
1100
$965K 0.01%
+23,273
42 43
44
45 46