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
376
$8.34M 0.05%
91,418
+7,107
377
$8.22M 0.05%
145,752
+57,541
378
$8.21M 0.05%
177,716
-11,099
379
$8.16M 0.05%
193,029
+21,921
380
$8.14M 0.05%
135,498
+17,243
381
$8.14M 0.05%
136,758
-68,143
382
$8.12M 0.05%
51,537
+1,177
383
$8.1M 0.05%
903,873
+133,089
384
$8.08M 0.05%
267,653
+30,669
385
$8.04M 0.05%
5,486
-161
386
$8.01M 0.05%
105,354
-1,549
387
$8M 0.04%
91,858
-15,902
388
$7.97M 0.04%
67,662
+9,304
389
$7.95M 0.04%
200,357
+5,815
390
$7.93M 0.04%
1,213,650
+98,710
391
$7.8M 0.04%
168,471
+30,955
392
$7.76M 0.04%
161,438
+33,061
393
$7.73M 0.04%
285,361
-34,310
394
$7.71M 0.04%
1,261,621
-37,322
395
$7.65M 0.04%
126,796
+8,170
396
$7.65M 0.04%
835,872
+123,856
397
$7.62M 0.04%
41,174
-842
398
$7.6M 0.04%
244,539
+47,319
399
$7.59M 0.04%
181,616
-21,250
400
$7.58M 0.04%
154,133
+11,317
14 15
16
17 18