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
26
$109M 0.61%
1,006,093
+7,234
27
$108M 0.61%
2,288,941
-58,276
28
$107M 0.6%
929,433
+8,228
29
$104M 0.59%
1,918,907
+32,510
30
$103M 0.58%
1,306,878
+94,541
31
$100M 0.56%
2,237,621
-6,346
32
$98.9M 0.56%
2,465,710
+119,382
33
$94.4M 0.53%
3,408,809
+293,777
34
$93.5M 0.53%
948,393
-8,839
35
$91.6M 0.51%
1,036,387
-130,937
36
$90.8M 0.51%
2,214,619
-29,072
37
$89.3M 0.5%
1,426,284
+185,435
38
$87.9M 0.49%
1,595,561
+82,781
39
$87.7M 0.49%
1,104,854
+191,473
40
$87M 0.49%
1,075,031
-43,183
41
$83.6M 0.47%
719,960
+23,016
42
$82.9M 0.47%
760,121
+8,360
43
$80.8M 0.45%
1,439,803
-150,231
44
$79.8M 0.45%
609,499
+33,257
45
$79.2M 0.45%
1,382,854
+73,715
46
$79.1M 0.44%
1,472,122
-188,454
47
$78.2M 0.44%
756,227
+131,591
48
$74.7M 0.42%
1,333,444
-133,934
49
$74.2M 0.42%
513,351
+160,847
50
$73.8M 0.41%
914,922
+69,760
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