Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$267M
2
+$154M
3
+$125M
4
GE icon
GE Aerospace
GE
+$103M
5
VZ icon
Verizon
VZ
+$102M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.82%
2 Industrials 10.83%
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
1976
$128K ﹤0.01%
+10,283
1977
$127K ﹤0.01%
+25,087
1978
$125K ﹤0.01%
+15,672
1979
$125K ﹤0.01%
+12,311
1980
$125K ﹤0.01%
+13,163
1981
$124K ﹤0.01%
+17,850
1982
$124K ﹤0.01%
+10,046
1983
$121K ﹤0.01%
+55,449
1984
$119K ﹤0.01%
+10,000
1985
$117K ﹤0.01%
+13,692
1986
$116K ﹤0.01%
+27,609
1987
$115K ﹤0.01%
+12,000
1988
$113K ﹤0.01%
+64,235
1989
$112K ﹤0.01%
+15,000
1990
$112K ﹤0.01%
+16,061
1991
$111K ﹤0.01%
+10,400
1992
$110K ﹤0.01%
+17,000
1993
$110K ﹤0.01%
+6,250
1994
$109K ﹤0.01%
+11,916
1995
$109K ﹤0.01%
+13,955
1996
$109K ﹤0.01%
+10,269
1997
$109K ﹤0.01%
+10,900
1998
$108K ﹤0.01%
+59
1999
$105K ﹤0.01%
+23,400
2000
$104K ﹤0.01%
+8,680
78 79
80
81 82