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
101
$23.8M 0.23%
+326,500
102
$23.8M 0.23%
+554,729
103
$23.6M 0.23%
+454,856
104
$23.5M 0.23%
+399,495
105
$23.4M 0.22%
+189,715
106
$23.4M 0.22%
+891,858
107
$23.1M 0.22%
+618,702
108
$23M 0.22%
+674,723
109
$22.9M 0.22%
+380,873
110
$22.1M 0.21%
+245,148
111
$22.1M 0.21%
+429,213
112
$21.9M 0.21%
+630,368
113
$21.5M 0.21%
+504,091
114
$21.1M 0.2%
+257,028
115
$20.9M 0.2%
+228,885
116
$20.8M 0.2%
+1,334,109
117
$20.8M 0.2%
+235,180
118
$20.8M 0.2%
+297,968
119
$20.7M 0.2%
+306,434
120
$20.7M 0.2%
+233,069
121
$20.7M 0.2%
+540,456
122
$20.3M 0.19%
+153,309
123
$20.3M 0.19%
+345,268
124
$20.3M 0.19%
+612,439
125
$20M 0.19%
+533,536
3 4
5
6 7