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
151
$17.1M 0.16%
+860,458
152
$17.1M 0.16%
+1,769,127
153
$17.1M 0.16%
+329,260
154
$17M 0.16%
+378,632
155
$17M 0.16%
+553,490
156
$16.9M 0.16%
+244,187
157
$16.9M 0.16%
+198,332
158
$16.8M 0.16%
+1,022,487
159
$16.8M 0.16%
+331,400
160
$16.8M 0.16%
+1,360,468
161
$16.8M 0.16%
+153,634
162
$16.7M 0.16%
+582,809
163
$16.6M 0.16%
+224,115
164
$16.6M 0.16%
+185,861
165
$16.5M 0.16%
+144,984
166
$16.4M 0.16%
+282,299
167
$16.4M 0.16%
+120,700
168
$16.3M 0.16%
+940,881
169
$16.3M 0.16%
+955,107
170
$16.3M 0.16%
+464,750
171
$16.1M 0.15%
+199,475
172
$16M 0.15%
+326,179
173
$15.9M 0.15%
+191,808
174
$15.9M 0.15%
+238,901
175
$15.8M 0.15%
+364,543
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