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
1776
$272K ﹤0.01%
+25,000
1777
$272K ﹤0.01%
+6,425
1778
$271K ﹤0.01%
+4,856
1779
$270K ﹤0.01%
+6,205
1780
$270K ﹤0.01%
+31,830
1781
$270K ﹤0.01%
+16,999
1782
$269K ﹤0.01%
+5,510
1783
$268K ﹤0.01%
+2,203
1784
$267K ﹤0.01%
+29,018
1785
$266K ﹤0.01%
+8,824
1786
$266K ﹤0.01%
+27,110
1787
$266K ﹤0.01%
+2,288
1788
$265K ﹤0.01%
+6,886
1789
$264K ﹤0.01%
+10,730
1790
$264K ﹤0.01%
+7,615
1791
$262K ﹤0.01%
+47,271
1792
$262K ﹤0.01%
+2,137
1793
$261K ﹤0.01%
+16,600
1794
$261K ﹤0.01%
+9,167
1795
$260K ﹤0.01%
+1,913
1796
$260K ﹤0.01%
+19,100
1797
$259K ﹤0.01%
+3,375
1798
$259K ﹤0.01%
+9,501
1799
$257K ﹤0.01%
+5,132
1800
$256K ﹤0.01%
+4,295
70 71
72
73 74