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
1551
$398K ﹤0.01%
+9,481
1552
$397K ﹤0.01%
+15,747
1553
$397K ﹤0.01%
+11,744
1554
$397K ﹤0.01%
+15,538
1555
$396K ﹤0.01%
+17,005
1556
$396K ﹤0.01%
+22,430
1557
$395K ﹤0.01%
+13,113
1558
$395K ﹤0.01%
+22,944
1559
$392K ﹤0.01%
+2,712
1560
$391K ﹤0.01%
+35,580
1561
$390K ﹤0.01%
+12,183
1562
$390K ﹤0.01%
+3,999
1563
$390K ﹤0.01%
+10,922
1564
$390K ﹤0.01%
+86,200
1565
$389K ﹤0.01%
+7,225
1566
$389K ﹤0.01%
+17,410
1567
$388K ﹤0.01%
+4,203
1568
$388K ﹤0.01%
+14,615
1569
$388K ﹤0.01%
+13,616
1570
$388K ﹤0.01%
+14,870
1571
$388K ﹤0.01%
+21,206
1572
$388K ﹤0.01%
+11,051
1573
$387K ﹤0.01%
+11,558
1574
$387K ﹤0.01%
+22,500
1575
$387K ﹤0.01%
+13,510
61 62
63
64 65