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
426
$6.87M 0.04%
58,128
+10,108
427
$6.84M 0.04%
152,947
-49,798
428
$6.77M 0.04%
81,573
-17,150
429
$6.74M 0.04%
301,268
+34,402
430
$6.68M 0.04%
137,076
-2,410
431
$6.67M 0.04%
191,793
-8,265
432
$6.67M 0.04%
102,866
+3,349
433
$6.63M 0.04%
91,187
-5,632
434
$6.63M 0.04%
256,161
+7,063
435
$6.62M 0.04%
166,221
+659
436
$6.56M 0.04%
559,468
+493,210
437
$6.56M 0.04%
125,607
+10,518
438
$6.56M 0.04%
161,131
+40,666
439
$6.52M 0.04%
135,270
+1,712
440
$6.52M 0.04%
450,268
-25,878
441
$6.4M 0.04%
252,228
+7,022
442
$6.37M 0.04%
181,454
-32,295
443
$6.34M 0.04%
116,713
-22,047
444
$6.31M 0.04%
280,002
+24,600
445
$6.23M 0.04%
59,915
+21,213
446
$6.22M 0.04%
91,322
-677
447
$6.21M 0.03%
496,460
+8,020
448
$6.18M 0.03%
100,666
-10,582
449
$6.17M 0.03%
+140,267
450
$6.16M 0.03%
148,708
+5,177
16 17
18
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