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
1726
$294K ﹤0.01%
+5,377
1727
$293K ﹤0.01%
+10,616
1728
$293K ﹤0.01%
+25,242
1729
$293K ﹤0.01%
+10,808
1730
$292K ﹤0.01%
+16,190
1731
$292K ﹤0.01%
+5,332
1732
$292K ﹤0.01%
+5,220
1733
$292K ﹤0.01%
+16,826
1734
$291K ﹤0.01%
+12,500
1735
$291K ﹤0.01%
+10,140
1736
$290K ﹤0.01%
+38,836
1737
$290K ﹤0.01%
+47,954
1738
$290K ﹤0.01%
+18,875
1739
$290K ﹤0.01%
+7,524
1740
$289K ﹤0.01%
+6,336
1741
$289K ﹤0.01%
+7,648
1742
$288K ﹤0.01%
+25,522
1743
$288K ﹤0.01%
+20,646
1744
$288K ﹤0.01%
+5,490
1745
$288K ﹤0.01%
+4,678
1746
$287K ﹤0.01%
+2,708
1747
$287K ﹤0.01%
+12,890
1748
$286K ﹤0.01%
+20,000
1749
$286K ﹤0.01%
+33,545
1750
$285K ﹤0.01%
+2,750
68 69
70
71 72