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
1901
$205K ﹤0.01%
+6,325
1902
$205K ﹤0.01%
+11,415
1903
$205K ﹤0.01%
+3,326
1904
$205K ﹤0.01%
+16,176
1905
$204K ﹤0.01%
+7,224
1906
$204K ﹤0.01%
+8,594
1907
$204K ﹤0.01%
+2,803
1908
$204K ﹤0.01%
+23,545
1909
$204K ﹤0.01%
+4,142
1910
$203K ﹤0.01%
+10,000
1911
$203K ﹤0.01%
+6,346
1912
$202K ﹤0.01%
+5,150
1913
$202K ﹤0.01%
+8,669
1914
$202K ﹤0.01%
+5,150
1915
$202K ﹤0.01%
+6,965
1916
$201K ﹤0.01%
+3,690
1917
$201K ﹤0.01%
+14,816
1918
$201K ﹤0.01%
+7,198
1919
$201K ﹤0.01%
+3,578
1920
$200K ﹤0.01%
+4,090
1921
$198K ﹤0.01%
+55,500
1922
$198K ﹤0.01%
+23,784
1923
$196K ﹤0.01%
+17,614
1924
$195K ﹤0.01%
+24,136
1925
$195K ﹤0.01%
+17,839
75 76
77
78 79