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
451
$6.16M 0.03%
375,184
-46,500
452
$6.15M 0.03%
290,249
-6,296
453
$6.14M 0.03%
148,658
+21,856
454
$6.07M 0.03%
77,274
-1,455
455
$6.07M 0.03%
128,343
+24,786
456
$5.96M 0.03%
67,725
-2,339
457
$5.91M 0.03%
191,435
+20,868
458
$5.91M 0.03%
1,412,834
-7,124
459
$5.9M 0.03%
141,742
+29,728
460
$5.87M 0.03%
121,952
-5,070
461
$5.86M 0.03%
181,870
+41,951
462
$5.85M 0.03%
287,718
+169,425
463
$5.76M 0.03%
101,479
-3,447
464
$5.76M 0.03%
70,553
-3,784
465
$5.75M 0.03%
215,993
+5,934
466
$5.75M 0.03%
46,060
-1,672
467
$5.75M 0.03%
1,173,085
-67,545
468
$5.74M 0.03%
77,348
+17,276
469
$5.72M 0.03%
176,225
+4,286
470
$5.71M 0.03%
63,071
+4,314
471
$5.71M 0.03%
56,257
+1,263
472
$5.68M 0.03%
255,100
-585
473
$5.67M 0.03%
42,729
+9,300
474
$5.66M 0.03%
127,917
-32,724
475
$5.66M 0.03%
385,930
+18,548
17 18
19
20 21