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
1951
$159K ﹤0.01%
+11,000
1952
$157K ﹤0.01%
+6
1953
$155K ﹤0.01%
+587
1954
$154K ﹤0.01%
+11,525
1955
$153K ﹤0.01%
+1,358
1956
$150K ﹤0.01%
+821
1957
$150K ﹤0.01%
+38,390
1958
$149K ﹤0.01%
+29,083
1959
$149K ﹤0.01%
+12,177
1960
$148K ﹤0.01%
+1,500
1961
$146K ﹤0.01%
+20,521
1962
$146K ﹤0.01%
+28,902
1963
$146K ﹤0.01%
+17,415
1964
$145K ﹤0.01%
+12,500
1965
$144K ﹤0.01%
+10,000
1966
$144K ﹤0.01%
+16,163
1967
$137K ﹤0.01%
+7,020
1968
$137K ﹤0.01%
+11,160
1969
$136K ﹤0.01%
+16,800
1970
$136K ﹤0.01%
+15,819
1971
$134K ﹤0.01%
+10,375
1972
$133K ﹤0.01%
+10,611
1973
$132K ﹤0.01%
+25,873
1974
$132K ﹤0.01%
+12,775
1975
$131K ﹤0.01%
+11,202
77 78
79
80 81