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
1326
$607K 0.01%
+25,699
1327
$605K 0.01%
+27,695
1328
$604K 0.01%
+95,272
1329
$603K 0.01%
+18,505
1330
$602K 0.01%
+110,275
1331
$602K 0.01%
+16,346
1332
$601K 0.01%
+7,436
1333
$600K 0.01%
+18,509
1334
$600K 0.01%
+62,729
1335
$599K 0.01%
+30,688
1336
$598K 0.01%
+8,752
1337
$598K 0.01%
+53,969
1338
$595K 0.01%
+98,307
1339
$595K 0.01%
+7,666
1340
$594K 0.01%
+58,412
1341
$593K 0.01%
+13,537
1342
$593K 0.01%
+60,093
1343
$592K 0.01%
+35,109
1344
$592K 0.01%
+9,858
1345
$588K 0.01%
+5,344
1346
$588K 0.01%
+33,006
1347
$587K 0.01%
+11,170
1348
$587K 0.01%
+20,727
1349
$586K 0.01%
+8,343
1350
$584K 0.01%
+44,444
52 53
54
55 56