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
1451
$493K ﹤0.01%
+19,345
1452
$493K ﹤0.01%
+2,660
1453
$492K ﹤0.01%
+40,746
1454
$492K ﹤0.01%
+36,393
1455
$491K ﹤0.01%
+25,000
1456
$488K ﹤0.01%
+16,824
1457
$488K ﹤0.01%
+7,114
1458
$486K ﹤0.01%
+5,838
1459
$486K ﹤0.01%
+16,242
1460
$486K ﹤0.01%
+66,265
1461
$484K ﹤0.01%
+14,537
1462
$484K ﹤0.01%
+7,362
1463
$480K ﹤0.01%
+61,236
1464
$476K ﹤0.01%
+8,711
1465
$474K ﹤0.01%
+5,955
1466
$472K ﹤0.01%
+9,930
1467
$472K ﹤0.01%
+8,552
1468
$472K ﹤0.01%
+15,349
1469
$470K ﹤0.01%
+7,995
1470
$469K ﹤0.01%
+25,177
1471
$464K ﹤0.01%
+10,300
1472
$464K ﹤0.01%
+7,135
1473
$463K ﹤0.01%
+17,953
1474
$463K ﹤0.01%
+7,571
1475
$462K ﹤0.01%
+27,073