Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$267M
2
+$154M
3
+$125M
4
GE icon
GE Aerospace
GE
+$103M
5
VZ icon
Verizon
VZ
+$102M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.82%
2 Industrials 10.83%
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
1826
$240K ﹤0.01%
+1,615
1827
$239K ﹤0.01%
+5,658
1828
$239K ﹤0.01%
+793
1829
$239K ﹤0.01%
+6,376
1830
$239K ﹤0.01%
+4,175
1831
$239K ﹤0.01%
+608
1832
$238K ﹤0.01%
+12,030
1833
$238K ﹤0.01%
+8,902
1834
$238K ﹤0.01%
+10,000
1835
$237K ﹤0.01%
+32,650
1836
$237K ﹤0.01%
+16,926
1837
$236K ﹤0.01%
+11,883
1838
$236K ﹤0.01%
+15,625
1839
$236K ﹤0.01%
+10,184
1840
$235K ﹤0.01%
+9,957
1841
$235K ﹤0.01%
+10,346
1842
$235K ﹤0.01%
+7,023
1843
$234K ﹤0.01%
+5,425
1844
$234K ﹤0.01%
+36,380
1845
$234K ﹤0.01%
+371
1846
$232K ﹤0.01%
+4,476
1847
$232K ﹤0.01%
+3,140
1848
$231K ﹤0.01%
+4,097
1849
$231K ﹤0.01%
+15,496
1850
$231K ﹤0.01%
+20,285
72 73
74
75 76