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
1501
$436K ﹤0.01%
+14,484
1502
$432K ﹤0.01%
+21,154
1503
$431K ﹤0.01%
+31,825
1504
$431K ﹤0.01%
+10,553
1505
$431K ﹤0.01%
+33,900
1506
$431K ﹤0.01%
+9,008
1507
$429K ﹤0.01%
+10,537
1508
$428K ﹤0.01%
+13,816
1509
$428K ﹤0.01%
+12,548
1510
$427K ﹤0.01%
+11,934
1511
$426K ﹤0.01%
+10,214
1512
$424K ﹤0.01%
+33,580
1513
$424K ﹤0.01%
+16,241
1514
$424K ﹤0.01%
+7,831
1515
$424K ﹤0.01%
+26,852
1516
$423K ﹤0.01%
+8,292
1517
$422K ﹤0.01%
+3,894
1518
$421K ﹤0.01%
+24,241
1519
$420K ﹤0.01%
+5,333
1520
$419K ﹤0.01%
+17,149
1521
$419K ﹤0.01%
+36,814
1522
$419K ﹤0.01%
+22,406
1523
$417K ﹤0.01%
+32,374
1524
$417K ﹤0.01%
+4,656
1525
$416K ﹤0.01%
+30,000
59 60
61
62 63