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
251
$15.5M 0.09%
311,938
+37,969
252
$15.5M 0.09%
455,908
+31,827
253
$15.4M 0.09%
301,887
+27,234
254
$15.3M 0.09%
150,790
+25,397
255
$15.2M 0.09%
804,935
-4,905
256
$15.1M 0.08%
155,505
+6,127
257
$14.8M 0.08%
236,711
+107,143
258
$14.7M 0.08%
259,515
+27,941
259
$14.7M 0.08%
359,150
-761,675
260
$14.6M 0.08%
379,187
+13,179
261
$14.6M 0.08%
146,060
+4,437
262
$14.6M 0.08%
243,134
-14,924
263
$14.6M 0.08%
284,188
-3,961
264
$14.6M 0.08%
+177,729
265
$14.5M 0.08%
323,953
+319,243
266
$14.5M 0.08%
478,140
+19,548
267
$14.4M 0.08%
252,135
+23,054
268
$14.2M 0.08%
81,801
+4,519
269
$14.2M 0.08%
397,415
+24,391
270
$14.1M 0.08%
394,076
+5,729
271
$14M 0.08%
543,949
+15,467
272
$14M 0.08%
164,449
+14,647
273
$13.8M 0.08%
185,928
+27
274
$13.8M 0.08%
112,266
-17,237
275
$13.6M 0.08%
177,202
+26,236
9 10
11
12 13