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
2026
$52K ﹤0.01%
+2
2027
$52K ﹤0.01%
+10,400
2028
0
2029
$52K ﹤0.01%
+1,500
2030
$50K ﹤0.01%
+17,551
2031
$49K ﹤0.01%
+10,437
2032
$49K ﹤0.01%
+14,825
2033
$44K ﹤0.01%
+16,850
2034
$43K ﹤0.01%
+1,888
2035
$37K ﹤0.01%
+2,073
2036
$36K ﹤0.01%
+11,400
2037
$34K ﹤0.01%
+16
2038
$30K ﹤0.01%
+17,425
2039
$26K ﹤0.01%
+1
2040
$25K ﹤0.01%
+829
2041
$24K ﹤0.01%
+10,000
2042
$22K ﹤0.01%
+16,600
2043
$21K ﹤0.01%
+580
2044
$21K ﹤0.01%
+50
2045
0