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
1651
$421K ﹤0.01%
5,629
+58
1652
$421K ﹤0.01%
26,786
+59
1653
$420K ﹤0.01%
15,360
-914
1654
$419K ﹤0.01%
83,864
+32,550
1655
$418K ﹤0.01%
8,734
-1,001
1656
$417K ﹤0.01%
24,321
+9,961
1657
$416K ﹤0.01%
22,950
-980
1658
$416K ﹤0.01%
2,151
+101
1659
$415K ﹤0.01%
19,688
+4,987
1660
$415K ﹤0.01%
19,369
+6,498
1661
$415K ﹤0.01%
+6,819
1662
$413K ﹤0.01%
4,019
-31,773
1663
$413K ﹤0.01%
4,630
-115
1664
$413K ﹤0.01%
19,612
-1,375
1665
$412K ﹤0.01%
8,972
-24
1666
$411K ﹤0.01%
13,827
+943
1667
$409K ﹤0.01%
5,611
-979
1668
$409K ﹤0.01%
31,680
-499
1669
$408K ﹤0.01%
7,400
-844
1670
$408K ﹤0.01%
4,380
-46,672
1671
$407K ﹤0.01%
11,200
-13,700
1672
$406K ﹤0.01%
10,000
1673
$406K ﹤0.01%
18,694
-3,049
1674
$406K ﹤0.01%
8,366
-409
1675
$405K ﹤0.01%
10,445
-7,246
65 66
67
68 69