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
1951
$157K ﹤0.01%
+6
1952
$155K ﹤0.01%
+587
1953
$154K ﹤0.01%
+11,525
1954
$153K ﹤0.01%
+1,358
1955
$150K ﹤0.01%
+821
1956
$150K ﹤0.01%
+38,390
1957
$149K ﹤0.01%
+29,083
1958
$149K ﹤0.01%
+12,177
1959
$148K ﹤0.01%
+1,500
1960
$146K ﹤0.01%
+20,521
1961
$146K ﹤0.01%
+28,902
1962
$146K ﹤0.01%
+17,415
1963
$145K ﹤0.01%
+12,500
1964
$144K ﹤0.01%
+16,163
1965
$144K ﹤0.01%
+10,000
1966
$137K ﹤0.01%
+7,020
1967
$137K ﹤0.01%
+11,160
1968
$136K ﹤0.01%
+16,800
1969
$136K ﹤0.01%
+15,819
1970
$134K ﹤0.01%
+10,375
1971
$133K ﹤0.01%
+10,611
1972
$132K ﹤0.01%
+25,873
1973
$132K ﹤0.01%
+12,775
1974
$131K ﹤0.01%
+11,202
1975
$130K ﹤0.01%
+17,538
77 78
79
80 81