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
1851
$231K ﹤0.01%
+2,067
1852
$230K ﹤0.01%
+22,000
1853
$229K ﹤0.01%
+10,619
1854
$228K ﹤0.01%
+21,921
1855
$228K ﹤0.01%
+11,459
1856
$227K ﹤0.01%
+3,405
1857
$226K ﹤0.01%
+3,401
1858
$226K ﹤0.01%
+24,200
1859
$226K ﹤0.01%
+4,599
1860
$226K ﹤0.01%
+95
1861
$225K ﹤0.01%
+6,377
1862
$225K ﹤0.01%
+2,167
1863
$224K ﹤0.01%
+45,626
1864
$223K ﹤0.01%
+3,700
1865
$223K ﹤0.01%
+30,175
1866
$222K ﹤0.01%
+4,708
1867
$222K ﹤0.01%
+12,765
1868
$222K ﹤0.01%
+7,163
1869
$222K ﹤0.01%
+26,711
1870
$220K ﹤0.01%
+3,328
1871
$220K ﹤0.01%
+7,591
1872
$220K ﹤0.01%
+24,605
1873
$219K ﹤0.01%
+4,185
1874
$219K ﹤0.01%
+7,867
1875
$219K ﹤0.01%
+4,005
73 74
75
76 77