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
351
$9.53M 0.05%
240,300
-17,988
352
$9.42M 0.05%
183,175
-52,438
353
$9.4M 0.05%
145,284
-16,394
354
$9.34M 0.05%
76,605
-6,406
355
$9.34M 0.05%
93,901
+3,637
356
$9.25M 0.05%
107,360
-38,943
357
$9.14M 0.05%
227,591
+10,335
358
$9.12M 0.05%
226,935
+3,536
359
$9.12M 0.05%
118,757
+31,011
360
$9.11M 0.05%
555,287
+13,185
361
$9.08M 0.05%
126,044
-38,709
362
$9.05M 0.05%
710,236
+29,436
363
$9.04M 0.05%
187,094
-57,004
364
$9.03M 0.05%
144,131
+43,141
365
$9.03M 0.05%
250,963
+15,689
366
$8.99M 0.05%
207,562
-2,625
367
$8.99M 0.05%
158,390
+14,227
368
$8.65M 0.05%
153,463
-4,682
369
$8.53M 0.05%
300,713
-7,725
370
$8.45M 0.05%
249,497
+60,000
371
$8.45M 0.05%
290,811
-554
372
$8.44M 0.05%
109,605
-51,101
373
$8.42M 0.05%
335,440
-20,570
374
$8.34M 0.05%
71,512
+5,670
375
$8.34M 0.05%
76,771
+10,083
13 14
15
16 17