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
401
$7.52M 0.04%
646,366
+15,936
402
$7.43M 0.04%
238,724
-9,540
403
$7.37M 0.04%
208,383
+905
404
$7.34M 0.04%
115,640
+41,918
405
$7.33M 0.04%
174,326
-9,098
406
$7.33M 0.04%
24,815
+23,504
407
$7.32M 0.04%
66,769
+3,104
408
$7.31M 0.04%
120,221
+14,925
409
$7.27M 0.04%
258,406
-142,086
410
$7.21M 0.04%
68,815
+3,137
411
$7.18M 0.04%
277,620
+17,160
412
$7.15M 0.04%
102,750
+18,132
413
$7.14M 0.04%
186,767
-7,260
414
$7.12M 0.04%
124,864
+24,868
415
$7.11M 0.04%
402,513
-59,339
416
$7.08M 0.04%
244,558
-11,767
417
$7.05M 0.04%
61,064
+1,015
418
$7.05M 0.04%
127,763
-64,901
419
$7.02M 0.04%
353,140
+66,293
420
$6.99M 0.04%
74,283
-20,787
421
$6.92M 0.04%
162,474
-31,014
422
$6.92M 0.04%
246,179
+9,702
423
$6.9M 0.04%
166,214
-2,539
424
$6.89M 0.04%
93,275
+1,324
425
$6.88M 0.04%
125,954
+35,229
15 16
17
18 19