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
1876
$218K ﹤0.01%
+5,582
1877
$217K ﹤0.01%
+8,651
1878
$217K ﹤0.01%
+15,781
1879
$216K ﹤0.01%
+27,222
1880
$216K ﹤0.01%
+11,986
1881
$216K ﹤0.01%
+14,041
1882
$214K ﹤0.01%
+16,000
1883
$214K ﹤0.01%
+9,349
1884
$214K ﹤0.01%
+15,734
1885
$213K ﹤0.01%
+8,670
1886
$213K ﹤0.01%
+2,721
1887
$212K ﹤0.01%
+8,909
1888
$212K ﹤0.01%
+7,440
1889
$212K ﹤0.01%
+7,407
1890
$211K ﹤0.01%
+11,865
1891
$210K ﹤0.01%
+19,906
1892
$210K ﹤0.01%
+6,900
1893
$209K ﹤0.01%
+9,611
1894
$209K ﹤0.01%
+3,528
1895
$209K ﹤0.01%
+1,752
1896
$208K ﹤0.01%
+7,855
1897
$208K ﹤0.01%
+1,400
1898
$207K ﹤0.01%
+5,549
1899
$207K ﹤0.01%
+7,350
1900
$206K ﹤0.01%
+16,130
74 75
76
77 78