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
1151
$864K 0.01%
+20,692
1152
$862K 0.01%
+65,250
1153
$861K 0.01%
+12,060
1154
$857K 0.01%
+11,852
1155
$857K 0.01%
+15,238
1156
$854K 0.01%
+14,904
1157
$853K 0.01%
+15,086
1158
$850K 0.01%
+47,980
1159
$850K 0.01%
+45,284
1160
$846K 0.01%
+46,300
1161
$844K 0.01%
+94,183
1162
$843K 0.01%
+75,960
1163
$842K 0.01%
+41,650
1164
$842K 0.01%
+24,069
1165
$840K 0.01%
+25,202
1166
$837K 0.01%
+21,683
1167
$836K 0.01%
+29,287
1168
$833K 0.01%
+18,115
1169
$831K 0.01%
+25,142
1170
$825K 0.01%
+12,388
1171
$823K 0.01%
+31,957
1172
$822K 0.01%
+83,288
1173
$821K 0.01%
+21,157
1174
$820K 0.01%
+13,427
1175
$819K 0.01%
+21,841
45 46
47
48 49