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
1226
$727K 0.01%
+13,015
1227
$726K 0.01%
+14,476
1228
$724K 0.01%
+38,560
1229
$719K 0.01%
+10,211
1230
$718K 0.01%
+29,000
1231
$715K 0.01%
+32,612
1232
$714K 0.01%
+16,989
1233
$713K 0.01%
+598,930
1234
$712K 0.01%
+45,988
1235
$710K 0.01%
+5,177
1236
$708K 0.01%
+13,078
1237
$708K 0.01%
+8,182
1238
$706K 0.01%
+7,794
1239
$706K 0.01%
+7,656
1240
$705K 0.01%
+63,406
1241
$705K 0.01%
+15,684
1242
$702K 0.01%
+14,312
1243
$701K 0.01%
+37,046
1244
$700K 0.01%
+15,337
1245
$699K 0.01%
+11,599
1246
$695K 0.01%
+31,400
1247
$693K 0.01%
+11,307
1248
$689K 0.01%
+17,567
1249
$688K 0.01%
+22,826
1250
$686K 0.01%
+12,953
48 49
50
51 52