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
176
$15.7M 0.15%
+459,555
177
$15.5M 0.15%
+100,274
178
$15.4M 0.15%
+383,970
179
$15.3M 0.15%
+819,430
180
$15.2M 0.15%
+203,119
181
$15.2M 0.15%
+182,560
182
$15.2M 0.15%
+257,908
183
$15.1M 0.14%
+178,263
184
$15.1M 0.14%
+436,737
185
$14.9M 0.14%
+264,217
186
$14.9M 0.14%
+249,632
187
$14.8M 0.14%
+245,000
188
$14.7M 0.14%
+300,020
189
$14.7M 0.14%
+379,784
190
$14.6M 0.14%
+324,512
191
$14.5M 0.14%
+444,243
192
$14.5M 0.14%
+156,941
193
$14.4M 0.14%
+265,848
194
$14.3M 0.14%
+281,138
195
$14.3M 0.14%
+175,966
196
$14.2M 0.14%
+313,740
197
$13.9M 0.13%
+358,636
198
$13.9M 0.13%
+257,080
199
$13.9M 0.13%
+218,224
200
$13.8M 0.13%
+254,910
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