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
1276
$655K 0.01%
+14,446
1277
$654K 0.01%
+23,860
1278
$653K 0.01%
+55,322
1279
$652K 0.01%
+13,255
1280
$650K 0.01%
+98,040
1281
$650K 0.01%
+15,793
1282
$650K 0.01%
+12,032
1283
$649K 0.01%
+39,768
1284
$649K 0.01%
+10,881
1285
$648K 0.01%
+87,486
1286
$648K 0.01%
+13,840
1287
$647K 0.01%
+21,596
1288
$647K 0.01%
+128,660
1289
$647K 0.01%
+12,662
1290
$646K 0.01%
+58,301
1291
$644K 0.01%
+46,649
1292
$644K 0.01%
+6,470
1293
$640K 0.01%
+26,491
1294
$638K 0.01%
+25,614
1295
$638K 0.01%
+20,186
1296
$637K 0.01%
+123,928
1297
$637K 0.01%
+42,858
1298
$636K 0.01%
+12,354
1299
$636K 0.01%
+24,444
1300
$635K 0.01%
+15,034
50 51
52
53 54