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
1676
$405K ﹤0.01%
15,018
-384
1677
$405K ﹤0.01%
7,320
+25
1678
$404K ﹤0.01%
7,975
-2,915
1679
$402K ﹤0.01%
26,483
-264
1680
$401K ﹤0.01%
6,996
+385
1681
$401K ﹤0.01%
8,926
+1,986
1682
$400K ﹤0.01%
27,789
-258,149
1683
$400K ﹤0.01%
1,882
+516
1684
$399K ﹤0.01%
11,292
-146
1685
$399K ﹤0.01%
8,103
-372
1686
$399K ﹤0.01%
10,677
-565
1687
$398K ﹤0.01%
9,853
+62
1688
$398K ﹤0.01%
30,945
-103,080
1689
$397K ﹤0.01%
58,488
+12,629
1690
$396K ﹤0.01%
21,920
1691
$395K ﹤0.01%
18,639
-592
1692
$395K ﹤0.01%
22,011
+300
1693
$395K ﹤0.01%
2,282
+64
1694
$394K ﹤0.01%
+24,800
1695
$393K ﹤0.01%
2,635
-477
1696
$393K ﹤0.01%
14,029
+1,878
1697
$392K ﹤0.01%
28,296
-2,646
1698
$390K ﹤0.01%
29,751
-784
1699
$388K ﹤0.01%
5,639
+1,596
1700
$388K ﹤0.01%
5,856
+996
66 67
68
69 70