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

Top Buys

1
+$155M
2
+$61M
3
+$37.6M
4
KHC icon
Kraft Heinz
KHC
+$34.8M
5
F icon
Ford
F
+$33.3M

Top Sells

1
+$112M
2
+$94.2M
3
+$40.3M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$33.5M
5
BCE icon
BCE
BCE
+$31.3M

Sector Composition

1 Healthcare 13.59%
2 Financials 11.48%
3 Technology 11.39%
4 Industrials 9.59%
5 Consumer Staples 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$201K ﹤0.01%
22,900
-2,600
2027
$199K ﹤0.01%
+11,850
2028
$199K ﹤0.01%
17,195
+405
2029
$199K ﹤0.01%
17,950
+6,950
2030
$198K ﹤0.01%
21,644
2031
$197K ﹤0.01%
293
-67
2032
$195K ﹤0.01%
14,700
-17,900
2033
$194K ﹤0.01%
21,308
2034
$193K ﹤0.01%
15,100
+850
2035
$192K ﹤0.01%
15,460
-1,027
2036
$191K ﹤0.01%
11,108
+812
2037
$191K ﹤0.01%
18,330
+3,539
2038
$190K ﹤0.01%
+13,998
2039
$189K ﹤0.01%
29,462
+9,219
2040
$188K ﹤0.01%
170,832
-10,000
2041
$187K ﹤0.01%
+10,252
2042
$187K ﹤0.01%
14,255
-710
2043
$186K ﹤0.01%
1,142
-3
2044
$186K ﹤0.01%
35,720
+1,000
2045
$184K ﹤0.01%
16,910
-3,976
2046
$182K ﹤0.01%
10,400
-450
2047
$180K ﹤0.01%
8,791
2048
$179K ﹤0.01%
16,037
-4,594
2049
$178K ﹤0.01%
13,615
2050
$176K ﹤0.01%
15,006
+4,345
80 81
82
83 84