Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
1
$272M 2.6%
+1,454,542
2
$156M 1.49%
+8,122,436
3
$136M 1.31%
+3,327,497
4
$103M 0.99%
+833,321
5
$103M 0.99%
+2,166,361
6
$96M 0.92%
+977,257
7
$94.6M 0.91%
+1,549,796
8
$88.7M 0.85%
+2,674,122
9
$85M 0.81%
+1,077,352
10
$82.5M 0.79%
+2,706,912
11
$80.6M 0.77%
+3,121,608
12
$79.6M 0.76%
+3,003,532
13
$75.8M 0.72%
+647,795
14
$75M 0.72%
+767,323
15
$74.2M 0.71%
+3,308,184
16
$68.2M 0.65%
+573,236
17
$67.8M 0.65%
+1,362,563
18
$65.3M 0.62%
+2,443,404
19
$64.5M 0.62%
+1,062,382
20
$61.3M 0.59%
+870,060
21
$59.1M 0.57%
+526,526
22
$54.1M 0.52%
+510,000
23
$54.1M 0.52%
+1,321,641
24
$53M 0.51%
+658,016
25
$52.3M 0.5%
+696,576
1
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