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
1576
$385K ﹤0.01%
+26,389
1577
$385K ﹤0.01%
+13,492
1578
$384K ﹤0.01%
+21,612
1579
$383K ﹤0.01%
+418
1580
$382K ﹤0.01%
+8,192
1581
$382K ﹤0.01%
+8,943
1582
$382K ﹤0.01%
+6,368
1583
$380K ﹤0.01%
+6,265
1584
$380K ﹤0.01%
+8,259
1585
$380K ﹤0.01%
+9,792
1586
$379K ﹤0.01%
+28,538
1587
$378K ﹤0.01%
+16,315
1588
$378K ﹤0.01%
+52,900
1589
$378K ﹤0.01%
+26,903
1590
$378K ﹤0.01%
+6,835
1591
$378K ﹤0.01%
+31,330
1592
$376K ﹤0.01%
+10,648
1593
$373K ﹤0.01%
+39,180
1594
$373K ﹤0.01%
+16,933
1595
$372K ﹤0.01%
+10,176
1596
$372K ﹤0.01%
+8,687
1597
$371K ﹤0.01%
+7,892
1598
$370K ﹤0.01%
+10,281
1599
$368K ﹤0.01%
+11,758
1600
$368K ﹤0.01%
+4,472
62 63
64
65 66