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
301
$12.2M 0.07%
430,206
-21,686
302
$12.2M 0.07%
+388,638
303
$12.2M 0.07%
258,017
+13,585
304
$12.2M 0.07%
77,619
+93
305
$12.1M 0.07%
168,925
+28,753
306
$12M 0.07%
228,034
-38,131
307
$12M 0.07%
133,148
+15,999
308
$12M 0.07%
639,549
+57,594
309
$11.9M 0.07%
255,101
-37,958
310
$11.9M 0.07%
69,562
-83,020
311
$11.9M 0.07%
480,732
-52,204
312
$11.8M 0.07%
243,791
+29,061
313
$11.8M 0.07%
161,656
+2,468
314
$11.7M 0.07%
176,439
+44,907
315
$11.6M 0.07%
232,530
+16,208
316
$11.6M 0.07%
145,167
+36,488
317
$11.4M 0.06%
127,655
+21,032
318
$11.3M 0.06%
97,684
-13,393
319
$11.2M 0.06%
141,189
+3,830
320
$11.2M 0.06%
421,700
+21,608
321
$10.9M 0.06%
132,691
+19,365
322
$10.8M 0.06%
98,841
+3,645
323
$10.8M 0.06%
171,609
+8,073
324
$10.7M 0.06%
324,955
-783,831
325
$10.7M 0.06%
76,834
-46,300
11 12
13
14 15