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
1801
$256K ﹤0.01%
+14,298
1802
$255K ﹤0.01%
+2,523
1803
$254K ﹤0.01%
+7,871
1804
$253K ﹤0.01%
+14,203
1805
$253K ﹤0.01%
+5,665
1806
$253K ﹤0.01%
+23,700
1807
$252K ﹤0.01%
+17,740
1808
$252K ﹤0.01%
+7,790
1809
$252K ﹤0.01%
+19,803
1810
$251K ﹤0.01%
+8,798
1811
$250K ﹤0.01%
+2,451
1812
$250K ﹤0.01%
+12,217
1813
$249K ﹤0.01%
+3,900
1814
$249K ﹤0.01%
+4,197
1815
$249K ﹤0.01%
+12,037
1816
$248K ﹤0.01%
+56,949
1817
$247K ﹤0.01%
+8,136
1818
$246K ﹤0.01%
+7,266
1819
$245K ﹤0.01%
+13,843
1820
$245K ﹤0.01%
+7,300
1821
$244K ﹤0.01%
+1,433
1822
$244K ﹤0.01%
+18,206
1823
$243K ﹤0.01%
+16,717
1824
$241K ﹤0.01%
+7,763
1825
$240K ﹤0.01%
+3,014
71 72
73
74 75