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
1776
$335K ﹤0.01%
20,392
+1,019
1777
$333K ﹤0.01%
7,322
+838
1778
$333K ﹤0.01%
4,797
+849
1779
$331K ﹤0.01%
53,939
-112,206
1780
$329K ﹤0.01%
+18,953
1781
$329K ﹤0.01%
16,540
+500
1782
$329K ﹤0.01%
15,445
+693
1783
$329K ﹤0.01%
6,617
1784
$328K ﹤0.01%
11,233
-1,499
1785
$327K ﹤0.01%
6,774
-10,826
1786
$327K ﹤0.01%
121,580
-83,599
1787
$325K ﹤0.01%
13,518
+3,365
1788
$325K ﹤0.01%
20,550
-7,855
1789
$324K ﹤0.01%
21,952
+1,419
1790
$324K ﹤0.01%
62,264
-14,975
1791
$321K ﹤0.01%
11,755
-11
1792
$320K ﹤0.01%
+5,356
1793
$320K ﹤0.01%
13,166
+493
1794
$320K ﹤0.01%
6,255
-32
1795
$318K ﹤0.01%
15,005
+100
1796
$318K ﹤0.01%
4,132
-871
1797
$318K ﹤0.01%
6,500
+1,973
1798
$317K ﹤0.01%
7,650
-650
1799
$316K ﹤0.01%
4,843
-150
1800
$315K ﹤0.01%
+14,375
70 71
72
73 74