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
1626
$350K ﹤0.01%
+17,242
1627
$350K ﹤0.01%
+12,059
1628
$349K ﹤0.01%
+5,439
1629
$349K ﹤0.01%
+19,949
1630
$348K ﹤0.01%
+10,184
1631
$348K ﹤0.01%
+9,553
1632
$348K ﹤0.01%
+69,360
1633
$344K ﹤0.01%
+23,677
1634
$344K ﹤0.01%
+42,776
1635
$343K ﹤0.01%
+15,024
1636
$343K ﹤0.01%
+17,302
1637
$342K ﹤0.01%
+12,407
1638
$342K ﹤0.01%
+16,909
1639
$342K ﹤0.01%
+8,239
1640
$341K ﹤0.01%
+6,535
1641
$341K ﹤0.01%
+6,209
1642
$341K ﹤0.01%
+6,250
1643
$341K ﹤0.01%
+16,321
1644
$340K ﹤0.01%
+11,884
1645
$340K ﹤0.01%
+10,032
1646
$340K ﹤0.01%
+89,556
1647
$339K ﹤0.01%
+15,416
1648
$339K ﹤0.01%
+16,343
1649
$339K ﹤0.01%
+6,463
1650
$337K ﹤0.01%
+9,171
64 65
66
67 68