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
1926
$193K ﹤0.01%
+10,513
1927
$193K ﹤0.01%
+18,355
1928
$191K ﹤0.01%
+19,463
1929
$187K ﹤0.01%
+10,239
1930
$185K ﹤0.01%
+20,500
1931
$184K ﹤0.01%
+14,010
1932
$183K ﹤0.01%
+12,178
1933
$182K ﹤0.01%
+7,788
1934
$181K ﹤0.01%
+523
1935
$181K ﹤0.01%
+10,498
1936
$181K ﹤0.01%
+15,600
1937
$180K ﹤0.01%
+5,077
1938
$180K ﹤0.01%
+14,847
1939
$179K ﹤0.01%
+26,630
1940
$178K ﹤0.01%
+1,286
1941
$178K ﹤0.01%
+11,460
1942
$173K ﹤0.01%
+18,000
1943
$171K ﹤0.01%
+10,155
1944
$168K ﹤0.01%
+10,000
1945
$168K ﹤0.01%
+27,669
1946
$165K ﹤0.01%
+21,480
1947
$164K ﹤0.01%
+1,543
1948
$159K ﹤0.01%
+10,000
1949
$159K ﹤0.01%
+24,374
1950
$159K ﹤0.01%
+11,000
76 77
78
79 80