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
1201
$761K 0.01%
+20,635
1202
$760K 0.01%
+27,705
1203
$759K 0.01%
+62,637
1204
$759K 0.01%
+29,901
1205
$758K 0.01%
+16,242
1206
$758K 0.01%
+8,570
1207
$757K 0.01%
+23,120
1208
$755K 0.01%
+9,805
1209
$755K 0.01%
+45,000
1210
$754K 0.01%
+42,538
1211
$753K 0.01%
+18,055
1212
$752K 0.01%
+21,410
1213
$746K 0.01%
+34,473
1214
$746K 0.01%
+21,317
1215
$745K 0.01%
+16,049
1216
$745K 0.01%
+33,050
1217
$744K 0.01%
+11,582
1218
$744K 0.01%
+12,741
1219
$743K 0.01%
+21,041
1220
$742K 0.01%
+8,248
1221
$742K 0.01%
+54,030
1222
$733K 0.01%
+74,055
1223
$733K 0.01%
+33,376
1224
$728K 0.01%
+9,218
1225
$728K 0.01%
+6,449
47 48
49
50 51