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
1851
$231K ﹤0.01%
+15,496
1852
$231K ﹤0.01%
+20,285
1853
$230K ﹤0.01%
+22,000
1854
$229K ﹤0.01%
+10,619
1855
$228K ﹤0.01%
+21,921
1856
$228K ﹤0.01%
+11,459
1857
$227K ﹤0.01%
+3,405
1858
$226K ﹤0.01%
+3,401
1859
$226K ﹤0.01%
+24,200
1860
$226K ﹤0.01%
+4,599
1861
$226K ﹤0.01%
+95
1862
$225K ﹤0.01%
+6,377
1863
$225K ﹤0.01%
+2,167
1864
$224K ﹤0.01%
+45,626
1865
$223K ﹤0.01%
+3,700
1866
$223K ﹤0.01%
+30,175
1867
$222K ﹤0.01%
+4,708
1868
$222K ﹤0.01%
+12,765
1869
$222K ﹤0.01%
+7,163
1870
$222K ﹤0.01%
+26,711
1871
$220K ﹤0.01%
+3,328
1872
$220K ﹤0.01%
+7,591
1873
$220K ﹤0.01%
+24,605
1874
$219K ﹤0.01%
+4,185
1875
$219K ﹤0.01%
+7,867
73 74
75
76 77