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
1101
$959K 0.01%
+15,349
1102
$958K 0.01%
+12,447
1103
$958K 0.01%
+51,627
1104
$955K 0.01%
+39,830
1105
$951K 0.01%
+22,952
1106
$951K 0.01%
+12,778
1107
$950K 0.01%
+40,845
1108
$949K 0.01%
+75,902
1109
$945K 0.01%
+38,016
1110
$944K 0.01%
+32,772
1111
$941K 0.01%
+24,324
1112
$940K 0.01%
+68,007
1113
$937K 0.01%
+19,719
1114
$935K 0.01%
+3,730
1115
$932K 0.01%
+18,905
1116
$931K 0.01%
+14,787
1117
$930K 0.01%
+12,943
1118
$930K 0.01%
+22,861
1119
$928K 0.01%
+72,934
1120
$926K 0.01%
+16,975
1121
$924K 0.01%
+15,429
1122
$922K 0.01%
+52,900
1123
$921K 0.01%
+58,834
1124
$919K 0.01%
+63,685
1125
$918K 0.01%
+14,147
43 44
45
46 47