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
2001
$104K ﹤0.01%
+8,680
2002
$104K ﹤0.01%
+15,387
2003
$103K ﹤0.01%
+10,800
2004
$101K ﹤0.01%
+10,000
2005
$95K ﹤0.01%
+18,322
2006
$92K ﹤0.01%
+2,740
2007
$92K ﹤0.01%
+2,215
2008
$88K ﹤0.01%
+6,622
2009
$87K ﹤0.01%
+15,000
2010
$86K ﹤0.01%
+14,320
2011
$85K ﹤0.01%
+12,700
2012
$84K ﹤0.01%
+12,623
2013
$83K ﹤0.01%
+10,831
2014
$83K ﹤0.01%
+11,300
2015
$82K ﹤0.01%
+23,419
2016
$82K ﹤0.01%
+16,867
2017
$76K ﹤0.01%
+31,000
2018
$75K ﹤0.01%
+41,500
2019
$71K ﹤0.01%
+59,000
2020
$69K ﹤0.01%
+2,460
2021
$67K ﹤0.01%
+12,528
2022
$62K ﹤0.01%
+14,475
2023
$59K ﹤0.01%
+12,654
2024
$53K ﹤0.01%
+13,383
2025
$53K ﹤0.01%
+31,000
78 79 80
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