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
126
$19.9M 0.19%
+454,693
127
$19.8M 0.19%
+571,228
128
$19.7M 0.19%
+795,334
129
$19.6M 0.19%
+713,705
130
$19.5M 0.19%
+322,566
131
$19.4M 0.19%
+590,605
132
$19.2M 0.18%
+645,188
133
$19.2M 0.18%
+239,252
134
$19.2M 0.18%
+2,181,241
135
$19.1M 0.18%
+281,510
136
$19M 0.18%
+1,105,643
137
$19M 0.18%
+516,560
138
$18.8M 0.18%
+443,800
139
$18.5M 0.18%
+300,104
140
$18.5M 0.18%
+1,256,237
141
$18.2M 0.17%
+454,519
142
$17.9M 0.17%
+756,820
143
$17.9M 0.17%
+410,895
144
$17.8M 0.17%
+148,351
145
$17.7M 0.17%
+360,608
146
$17.7M 0.17%
+882,589
147
$17.5M 0.17%
+141,860
148
$17.4M 0.17%
+182,868
149
$17.3M 0.17%
+450,072
150
$17.2M 0.16%
+151,016
4 5
6
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