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Stifel Financial

Stifel Financial Portfolio holdings

AUM $109B
1-Year Est. Return 21.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111B
AUM Growth
+$1.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,741
New
Increased
Reduced
Closed

Top Sells

1 +$376M
2 +$258M
3 +$79.6M
4
WMT icon
Walmart Inc
WMT
+$72.9M
5
NVDA icon
NVIDIA
NVDA
+$62.4M

Sector Composition

1 Technology 20.25%
2 Financials 9.51%
3 Industrials 9.17%
4 Healthcare 7.84%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RIV.RT
3726
DELISTED
RiverNorth Opportunities Fund Rights
RIV.RT
-86,061
UTF.RT
3727
DELISTED
Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025
UTF.RT
-310,151