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
1376
$556K 0.01%
+38,465
1377
$556K 0.01%
+6,410
1378
$556K 0.01%
+137,921
1379
$556K 0.01%
+45,769
1380
$555K 0.01%
+55,069
1381
$554K 0.01%
+8,816
1382
$554K 0.01%
+31,169
1383
$553K 0.01%
+21,758
1384
$553K 0.01%
+12,636
1385
$550K 0.01%
+19,080
1386
$550K 0.01%
+11,228
1387
$549K 0.01%
+38,890
1388
$548K 0.01%
+53,400
1389
$547K 0.01%
+14,158
1390
$547K 0.01%
+22,127
1391
$547K 0.01%
+29,269
1392
$546K 0.01%
+15,031
1393
$545K 0.01%
+25,020
1394
$544K 0.01%
+12,552
1395
$544K 0.01%
+55,600
1396
$544K 0.01%
+12,629
1397
$542K 0.01%
+17,862
1398
$539K 0.01%
+24,049
1399
$537K 0.01%
+49,083
1400
$537K 0.01%
+10,983
54 55
56
57 58