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
226
$17.3M 0.1%
173,473
-25,986
227
$17.3M 0.1%
801,632
-22,972
228
$17.3M 0.1%
714,645
-432,433
229
$17.2M 0.1%
710,034
+64,264
230
$17.2M 0.1%
154,601
+21,385
231
$17.1M 0.1%
156,691
-7,749
232
$17.1M 0.1%
325,650
+31,194
233
$17M 0.1%
991,108
-62,743
234
$16.9M 0.1%
382,240
+4,170
235
$16.8M 0.09%
195,530
+2,982
236
$16.8M 0.09%
613,446
-812,684
237
$16.7M 0.09%
280,770
+4,694
238
$16.7M 0.09%
277,038
-91,421
239
$16.6M 0.09%
200,770
+11,642
240
$16.6M 0.09%
287,532
+29,678
241
$16.4M 0.09%
178,881
+9,860
242
$16.3M 0.09%
185,029
-22,485
243
$16.2M 0.09%
235,294
+15,007
244
$16.2M 0.09%
315,174
-73,422
245
$16M 0.09%
136,216
-39,371
246
$15.9M 0.09%
378,987
-15,044
247
$15.9M 0.09%
147,136
-999
248
$15.8M 0.09%
356,182
+35,972
249
$15.8M 0.09%
88,399
+7,855
250
$15.6M 0.09%
372,569
+76
8 9
10
11 12