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
2026
$52K ﹤0.01%
+10,400
2027
– –
0
2028
$52K ﹤0.01%
+1,500
2029
$50K ﹤0.01%
+22,164
2030
$49K ﹤0.01%
+10,437
2031
$49K ﹤0.01%
+14,825
2032
$44K ﹤0.01%
+16,850
2033
$43K ﹤0.01%
+1,888
2034
$37K ﹤0.01%
+2,073
2035
$36K ﹤0.01%
+11,400
2036
$34K ﹤0.01%
+16
2037
$30K ﹤0.01%
+17,425
2038
$26K ﹤0.01%
+1
2039
$25K ﹤0.01%
+829
2040
$24K ﹤0.01%
+10,000
2041
$22K ﹤0.01%
+16,600
2042
$21K ﹤0.01%
+580
2043
$21K ﹤0.01%
+50
2044
– –
0
78 79 80 81
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