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
1301
$635K 0.01%
+14,995
1302
$634K 0.01%
+11,079
1303
$634K 0.01%
+2,056
1304
$634K 0.01%
+4,749
1305
$633K 0.01%
+68,378
1306
$631K 0.01%
+4,145
1307
$631K 0.01%
+36,891
1308
$630K 0.01%
+14,029
1309
$630K 0.01%
+23,179
1310
$629K 0.01%
+25,990
1311
$629K 0.01%
+50,102
1312
$629K 0.01%
+14,625
1313
$628K 0.01%
+15,222
1314
$628K 0.01%
+7,017
1315
$625K 0.01%
+6,575
1316
$624K 0.01%
+17,022
1317
$624K 0.01%
+14,182
1318
$623K 0.01%
+53,060
1319
$619K 0.01%
+26,884
1320
$617K 0.01%
+14,015
1321
$615K 0.01%
+23,448
1322
$615K 0.01%
+3,288
1323
$614K 0.01%
+11,476
1324
$611K 0.01%
+17,014
1325
$610K 0.01%
+6,278
51 52
53
54 55