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
1676
$321K ﹤0.01%
+3,728
1677
$321K ﹤0.01%
+2,112
1678
$320K ﹤0.01%
+19,190
1679
$320K ﹤0.01%
+25,129
1680
$320K ﹤0.01%
+4,837
1681
$319K ﹤0.01%
+16,937
1682
$319K ﹤0.01%
+12,000
1683
$318K ﹤0.01%
+10,251
1684
$318K ﹤0.01%
+83,230
1685
$318K ﹤0.01%
+10,000
1686
$318K ﹤0.01%
+13,524
1687
$317K ﹤0.01%
+15,700
1688
$316K ﹤0.01%
+28,366
1689
$315K ﹤0.01%
+19,160
1690
$315K ﹤0.01%
+22,470
1691
$315K ﹤0.01%
+24,990
1692
$314K ﹤0.01%
+8,936
1693
$314K ﹤0.01%
+5,050
1694
$313K ﹤0.01%
+26,102
1695
$312K ﹤0.01%
+4,915
1696
$311K ﹤0.01%
+11,256
1697
$311K ﹤0.01%
+6,092
1698
$310K ﹤0.01%
+7,021
1699
$310K ﹤0.01%
+8,960
1700
$310K ﹤0.01%
+11,778
66 67
68
69 70