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
$17.8B
AUM Growth
-$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,507
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$52.8M
3
+$34.4M
4
KHC icon
Kraft Heinz
KHC
+$32.5M
5
F icon
Ford
F
+$31.7M

Top Sells

1
+$106M
2
+$96.9M
3
+$36.5M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$33.5M
5
BCE icon
BCE
BCE
+$31.1M

Sector Composition

1 Healthcare 13.59%
2 Financials 11.48%
3 Technology 11.41%
4 Industrials 9.57%
5 Consumer Staples 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$210K ﹤0.01%
132
+1
2002
$210K ﹤0.01%
4,258
+10
2003
$209K ﹤0.01%
3,119
-637
2004
$209K ﹤0.01%
+5,827
2005
$209K ﹤0.01%
+6,788
2006
$209K ﹤0.01%
+5,785
2007
$208K ﹤0.01%
6,038
-7,357
2008
$208K ﹤0.01%
17,475
+4,600
2009
$208K ﹤0.01%
12,681
-4,003
2010
$207K ﹤0.01%
3,554
2011
$207K ﹤0.01%
+8,835
2012
$206K ﹤0.01%
7,772
+104
2013
$206K ﹤0.01%
+19,519
2014
$206K ﹤0.01%
+4,261
2015
$205K ﹤0.01%
14,378
-109,413
2016
$205K ﹤0.01%
+12,220
2017
$204K ﹤0.01%
+8,499
2018
$203K ﹤0.01%
20,554
-17,349
2019
$203K ﹤0.01%
15,269
+3,439
2020
$202K ﹤0.01%
6,649
-696
2021
$202K ﹤0.01%
+12,513
2022
$201K ﹤0.01%
+14,460
2023
$201K ﹤0.01%
32,650
2024
$201K ﹤0.01%
15,000
-9,500
2025
$201K ﹤0.01%
1,837
-582
79 80
81
82 83