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
1751
$285K ﹤0.01%
+8,687
1752
$285K ﹤0.01%
+11,099
1753
$284K ﹤0.01%
+14,184
1754
$284K ﹤0.01%
+10,000
1755
$282K ﹤0.01%
+5,488
1756
$282K ﹤0.01%
+4,605
1757
$282K ﹤0.01%
+14,967
1758
$281K ﹤0.01%
+40,890
1759
$281K ﹤0.01%
+3,365
1760
$278K ﹤0.01%
+6,285
1761
$278K ﹤0.01%
+3,910
1762
$277K ﹤0.01%
+10,872
1763
$277K ﹤0.01%
+13,350
1764
$277K ﹤0.01%
+42,347
1765
$276K ﹤0.01%
+11,538
1766
$276K ﹤0.01%
+20,000
1767
$276K ﹤0.01%
+8,320
1768
$275K ﹤0.01%
+6,366
1769
$275K ﹤0.01%
+4,145
1770
$274K ﹤0.01%
+18,888
1771
$274K ﹤0.01%
+9,800
1772
$273K ﹤0.01%
+7,066
1773
$273K ﹤0.01%
+6,633
1774
$273K ﹤0.01%
+15,387
1775
$272K ﹤0.01%
+7,768
69 70
71
72 73