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
1176
$819K 0.01%
+34,708
1177
$818K 0.01%
+63,121
1178
$814K 0.01%
+13,801
1179
$812K 0.01%
+12,379
1180
$810K 0.01%
+16,050
1181
$810K 0.01%
+7,832
1182
$807K 0.01%
+10,337
1183
$806K 0.01%
+9,491
1184
$806K 0.01%
+24,346
1185
$806K 0.01%
+16,824
1186
$800K 0.01%
+17,102
1187
$798K 0.01%
+61,185
1188
$797K 0.01%
+11,305
1189
$795K 0.01%
+14,813
1190
$789K 0.01%
+16,203
1191
$785K 0.01%
+8,761
1192
$783K 0.01%
+17,500
1193
$782K 0.01%
+12,500
1194
$779K 0.01%
+27,146
1195
$776K 0.01%
+53,519
1196
$772K 0.01%
+28,142
1197
$770K 0.01%
+34,867
1198
$766K 0.01%
+74,914
1199
$764K 0.01%
+666
1200
$762K 0.01%
+24,628
46 47
48
49 50