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
1251
$685K 0.01%
+15,061
1252
$684K 0.01%
+95,170
1253
$683K 0.01%
+8,542
1254
$681K 0.01%
+12,478
1255
$680K 0.01%
+28,888
1256
$678K 0.01%
+40,700
1257
$673K 0.01%
+18,216
1258
$672K 0.01%
+48,360
1259
$672K 0.01%
+63,810
1260
$671K 0.01%
+29,446
1261
$669K 0.01%
+23,624
1262
$669K 0.01%
+34,035
1263
$668K 0.01%
+30,775
1264
$668K 0.01%
+57,559
1265
$667K 0.01%
+5,820
1266
$665K 0.01%
+22,873
1267
$664K 0.01%
+15,778
1268
$664K 0.01%
+24,590
1269
$664K 0.01%
+11,442
1270
$662K 0.01%
+27,805
1271
$661K 0.01%
+5,596
1272
$660K 0.01%
+6,405
1273
$658K 0.01%
+42,297
1274
$656K 0.01%
+12,062
1275
$656K 0.01%
+9,685
49 50
51
52 53