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
101
$45.7M 0.26%
490,326
+62,765
102
$45.6M 0.26%
386,670
-17,049
103
$44.3M 0.25%
151,672
+4,156
104
$44.2M 0.25%
920,687
+24,482
105
$44M 0.25%
495,963
+387,448
106
$43.1M 0.24%
794,030
-26,200
107
$42.7M 0.24%
1,181,847
-84,632
108
$42.7M 0.24%
966,083
-11,585
109
$42.4M 0.24%
357,908
-4,737
110
$42.1M 0.24%
629,553
+7,946
111
$41.8M 0.23%
1,143,368
-191,777
112
$41.6M 0.23%
427,963
-67,680
113
$40.9M 0.23%
593,429
+7,822
114
$40.4M 0.23%
369,540
+9,505
115
$40.4M 0.23%
410,817
+9,424
116
$39.6M 0.22%
502,273
-97,439
117
$38.8M 0.22%
580,410
+24,084
118
$38.8M 0.22%
435,145
-12,144
119
$38.8M 0.22%
819,091
+18,433
120
$38.3M 0.22%
1,582,298
-104,093
121
$37.2M 0.21%
1,057,086
+21,348
122
$37.1M 0.21%
770,347
-420,485
123
$36.4M 0.2%
437,520
+14,123
124
$36.4M 0.2%
842,880
+61,840
125
$35.9M 0.2%
951,873
+130,621
3 4
5
6 7