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
1701
$309K ﹤0.01%
+6,623
1702
$309K ﹤0.01%
+4,725
1703
$309K ﹤0.01%
+26,683
1704
$308K ﹤0.01%
+18,044
1705
$308K ﹤0.01%
+4,612
1706
$308K ﹤0.01%
+6,426
1707
$306K ﹤0.01%
+20,515
1708
$306K ﹤0.01%
+13,434
1709
$305K ﹤0.01%
+18,050
1710
$302K ﹤0.01%
+8,796
1711
$302K ﹤0.01%
+12,111
1712
$300K ﹤0.01%
+8,056
1713
$300K ﹤0.01%
+6,109
1714
$300K ﹤0.01%
+7,548
1715
$299K ﹤0.01%
+8,002
1716
$299K ﹤0.01%
+23,518
1717
$298K ﹤0.01%
+1,898
1718
$297K ﹤0.01%
+16,302
1719
$296K ﹤0.01%
+29,848
1720
$295K ﹤0.01%
+6,332
1721
$295K ﹤0.01%
+2,320
1722
$294K ﹤0.01%
+7,137
1723
$294K ﹤0.01%
+14,375
1724
$294K ﹤0.01%
+11,920
1725
$294K ﹤0.01%
+12,908
67 68
69
70 71