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
1351
$584K 0.01%
+19,834
1352
$582K 0.01%
+25,500
1353
$582K 0.01%
+13,806
1354
$582K 0.01%
+19,547
1355
$581K 0.01%
+19,799
1356
$581K 0.01%
+11,954
1357
$581K 0.01%
+23,073
1358
$581K 0.01%
+29,207
1359
$580K 0.01%
+39,620
1360
$579K 0.01%
+26,322
1361
$578K 0.01%
+10,927
1362
$575K 0.01%
+33,150
1363
$574K 0.01%
+22,180
1364
$572K 0.01%
+3,474
1365
$570K 0.01%
+53
1366
$569K 0.01%
+11,472
1367
$565K 0.01%
+11,515
1368
$563K 0.01%
+11,887
1369
$563K 0.01%
+10,961
1370
$562K 0.01%
+7,480
1371
$561K 0.01%
+8,822
1372
$561K 0.01%
+16,354
1373
$561K 0.01%
+90,680
1374
$560K 0.01%
+53,631
1375
$558K 0.01%
+42,376
53 54
55
56 57