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
1651
$336K ﹤0.01%
+19,997
1652
$335K ﹤0.01%
+15,791
1653
$334K ﹤0.01%
+13,389
1654
$334K ﹤0.01%
+16,346
1655
$334K ﹤0.01%
+9,139
1656
$332K ﹤0.01%
+10,123
1657
$331K ﹤0.01%
+116
1658
$331K ﹤0.01%
+279
1659
$331K ﹤0.01%
+19,735
1660
$330K ﹤0.01%
+19,514
1661
$329K ﹤0.01%
+16,048
1662
$329K ﹤0.01%
+2,385
1663
$328K ﹤0.01%
+19,439
1664
$328K ﹤0.01%
+12,552
1665
$327K ﹤0.01%
+10,700
1666
$325K ﹤0.01%
+52,016
1667
$325K ﹤0.01%
+24,131
1668
$325K ﹤0.01%
+16,893
1669
$325K ﹤0.01%
+16,871
1670
$325K ﹤0.01%
+16,025
1671
$323K ﹤0.01%
+18,848
1672
$322K ﹤0.01%
+5,302
1673
$322K ﹤0.01%
+2,149
1674
$321K ﹤0.01%
+26,674
1675
$321K ﹤0.01%
+9,329
65 66
67
68 69