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
1601
$367K ﹤0.01%
+13,855
1602
$367K ﹤0.01%
+26,461
1603
$366K ﹤0.01%
+5,279
1604
$365K ﹤0.01%
+6,950
1605
$365K ﹤0.01%
+19,234
1606
$364K ﹤0.01%
+24,989
1607
$364K ﹤0.01%
+1,153
1608
$364K ﹤0.01%
+24,103
1609
$364K ﹤0.01%
+14,224
1610
$363K ﹤0.01%
+1,334
1611
$363K ﹤0.01%
+17,347
1612
$363K ﹤0.01%
+12,720
1613
$363K ﹤0.01%
+3,965
1614
$363K ﹤0.01%
+15,700
1615
$363K ﹤0.01%
+26,996
1616
$362K ﹤0.01%
+5,057
1617
$359K ﹤0.01%
+14,948
1618
$359K ﹤0.01%
+31,210
1619
$357K ﹤0.01%
+27,059
1620
$357K ﹤0.01%
+10,493
1621
$356K ﹤0.01%
+12,628
1622
$354K ﹤0.01%
+11,014
1623
$352K ﹤0.01%
+4,173
1624
$351K ﹤0.01%
+24,597
1625
$351K ﹤0.01%
+5,541
63 64
65
66 67