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
1126
$916K 0.01%
+36,532
1127
$916K 0.01%
+4,897
1128
$912K 0.01%
+31,361
1129
$912K 0.01%
+16,827
1130
$908K 0.01%
+3,107
1131
$907K 0.01%
+13,172
1132
$907K 0.01%
+18,680
1133
$900K 0.01%
+43,531
1134
$899K 0.01%
+10,051
1135
$899K 0.01%
+12,388
1136
$899K 0.01%
+44,242
1137
$897K 0.01%
+31,490
1138
$896K 0.01%
+21,100
1139
$888K 0.01%
+6,482
1140
$887K 0.01%
+5,828
1141
$885K 0.01%
+36,273
1142
$884K 0.01%
+58,980
1143
$883K 0.01%
+26,801
1144
$883K 0.01%
+49,136
1145
$879K 0.01%
+10,606
1146
$879K 0.01%
+31,354
1147
$873K 0.01%
+36,278
1148
$873K 0.01%
+20,871
1149
$867K 0.01%
+408,977
1150
$866K 0.01%
+16,008
44 45
46
47 48