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
1526
$415K ﹤0.01%
+15,263
1527
$413K ﹤0.01%
+8,991
1528
$413K ﹤0.01%
+13,302
1529
$413K ﹤0.01%
+12,976
1530
$413K ﹤0.01%
+7,625
1531
$412K ﹤0.01%
+14,704
1532
$412K ﹤0.01%
+22,963
1533
$411K ﹤0.01%
+13,619
1534
$410K ﹤0.01%
+12,895
1535
$410K ﹤0.01%
+8,096
1536
$410K ﹤0.01%
+95,935
1537
$409K ﹤0.01%
+349
1538
$408K ﹤0.01%
+10,913
1539
$407K ﹤0.01%
+9,232
1540
$405K ﹤0.01%
+7,586
1541
$404K ﹤0.01%
+65,000
1542
$404K ﹤0.01%
+11,935
1543
$404K ﹤0.01%
+3,138
1544
$403K ﹤0.01%
+5,945
1545
$402K ﹤0.01%
+20,000
1546
$400K ﹤0.01%
+17,575
1547
$400K ﹤0.01%
+36,836
1548
$399K ﹤0.01%
+15,396
1549
$399K ﹤0.01%
+12,870
1550
$398K ﹤0.01%
+29,994
60 61
62
63 64