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
1476
$461K ﹤0.01%
+26,197
1477
$461K ﹤0.01%
+8,425
1478
$461K ﹤0.01%
+10,450
1479
$460K ﹤0.01%
+10,694
1480
$458K ﹤0.01%
+10,662
1481
$457K ﹤0.01%
+30,671
1482
$455K ﹤0.01%
+21,596
1483
$455K ﹤0.01%
+5,440
1484
$455K ﹤0.01%
+25,870
1485
$454K ﹤0.01%
+4,742
1486
$453K ﹤0.01%
+14,460
1487
$453K ﹤0.01%
+10,050
1488
$449K ﹤0.01%
+21,223
1489
$446K ﹤0.01%
+6,866
1490
$443K ﹤0.01%
+15,554
1491
$443K ﹤0.01%
+15,984
1492
$443K ﹤0.01%
+19,562
1493
$442K ﹤0.01%
+6,238
1494
$441K ﹤0.01%
+9,164
1495
$440K ﹤0.01%
+9,880
1496
$440K ﹤0.01%
+12,816
1497
$440K ﹤0.01%
+31,330
1498
$439K ﹤0.01%
+18,694
1499
$438K ﹤0.01%
+4,817
1500
$438K ﹤0.01%
+52,446
58 59
60
61 62