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
201
$13.8M 0.13%
+156,370
202
$13.8M 0.13%
+600,440
203
$13.7M 0.13%
+111,415
204
$13.6M 0.13%
+174,426
205
$13.6M 0.13%
+228,852
206
$13.6M 0.13%
+280,824
207
$13.4M 0.13%
+214,372
208
$13.4M 0.13%
+504,014
209
$13.4M 0.13%
+197,821
210
$13.4M 0.13%
+1,756,041
211
$13.4M 0.13%
+292,847
212
$13.3M 0.13%
+803,716
213
$13.3M 0.13%
+286,473
214
$13.3M 0.13%
+220,364
215
$13.2M 0.13%
+439,754
216
$13.1M 0.13%
+423,658
217
$13.1M 0.13%
+249,693
218
$13.1M 0.13%
+229,452
219
$13.1M 0.13%
+409,545
220
$13M 0.12%
+179,513
221
$12.7M 0.12%
+173,314
222
$12.7M 0.12%
+225,332
223
$12.6M 0.12%
+414,804
224
$12.5M 0.12%
+503,218
225
$12.5M 0.12%
+141,368
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