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
2026
$201K ﹤0.01%
5,583
+252
2027
$201K ﹤0.01%
22,900
-2,600
2028
$199K ﹤0.01%
+11,850
2029
$199K ﹤0.01%
17,195
+405
2030
$199K ﹤0.01%
17,950
+6,950
2031
$198K ﹤0.01%
21,644
2032
$197K ﹤0.01%
293
-67
2033
$195K ﹤0.01%
14,700
-17,900
2034
$194K ﹤0.01%
21,308
2035
$193K ﹤0.01%
15,100
+850
2036
$192K ﹤0.01%
15,460
-1,027
2037
$191K ﹤0.01%
11,108
+812
2038
$191K ﹤0.01%
18,330
+3,539
2039
$190K ﹤0.01%
+13,998
2040
$189K ﹤0.01%
29,462
+9,219
2041
$188K ﹤0.01%
170,832
-10,000
2042
$187K ﹤0.01%
+10,252
2043
$187K ﹤0.01%
14,255
-710
2044
$186K ﹤0.01%
1,142
-3
2045
$186K ﹤0.01%
35,720
+1,000
2046
$184K ﹤0.01%
16,910
-3,976
2047
$182K ﹤0.01%
10,400
-450
2048
$180K ﹤0.01%
8,791
2049
$179K ﹤0.01%
16,037
-4,594
2050
$178K ﹤0.01%
13,615
80 81
82
83 84