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
1401
$535K 0.01%
+58,075
1402
$533K 0.01%
+8,344
1403
$533K 0.01%
+16,471
1404
$530K 0.01%
+1,845
1405
$530K 0.01%
+6,689
1406
$528K 0.01%
+21,726
1407
$528K 0.01%
+20,303
1408
$527K 0.01%
+33,548
1409
$524K 0.01%
+8,491
1410
$523K 0.01%
+11,523
1411
$523K 0.01%
+12,110
1412
$523K 0.01%
+5,557
1413
$522K 0.01%
+39,132
1414
$519K 0.01%
+34,138
1415
$518K 0.01%
+11,426
1416
$518K 0.01%
+8,567
1417
$517K ﹤0.01%
+37,456
1418
$517K ﹤0.01%
+3,710
1419
$516K ﹤0.01%
+14,378
1420
$516K ﹤0.01%
+31,185
1421
$515K ﹤0.01%
+23,938
1422
$514K ﹤0.01%
+19,323
1423
$514K ﹤0.01%
+1,712
1424
$513K ﹤0.01%
+6,924
1425
$513K ﹤0.01%
+48,052
55 56
57
58 59