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
1426
$513K ﹤0.01%
+5,260
1427
$512K ﹤0.01%
+8,895
1428
$511K ﹤0.01%
+15,742
1429
$510K ﹤0.01%
+2,164
1430
$510K ﹤0.01%
+5,071
1431
$509K ﹤0.01%
+6,079
1432
$508K ﹤0.01%
+11,984
1433
$508K ﹤0.01%
+12,771
1434
$508K ﹤0.01%
+37,664
1435
$506K ﹤0.01%
+16,530
1436
$505K ﹤0.01%
+37,714
1437
$505K ﹤0.01%
+2,999
1438
$504K ﹤0.01%
+30,309
1439
$504K ﹤0.01%
+31,684
1440
$501K ﹤0.01%
+17,291
1441
$499K ﹤0.01%
+29,364
1442
$499K ﹤0.01%
+18,158
1443
$498K ﹤0.01%
+17,872
1444
$498K ﹤0.01%
+13,155
1445
$498K ﹤0.01%
+12,050
1446
$497K ﹤0.01%
+26,202
1447
$497K ﹤0.01%
+15,110
1448
$496K ﹤0.01%
+9,897
1449
$496K ﹤0.01%
+9,427
1450
$495K ﹤0.01%
+14,670
56 57
58
59 60