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
476
$5.65M 0.03%
296,547
-2,715
477
$5.62M 0.03%
122,954
+31,819
478
$5.6M 0.03%
190,873
+37,227
479
$5.58M 0.03%
49,225
-5,354
480
$5.57M 0.03%
230,320
+3,424
481
$5.57M 0.03%
77,465
-9,022
482
$5.56M 0.03%
140,752
+25,676
483
$5.54M 0.03%
15,525
-969
484
$5.54M 0.03%
198,025
+34,316
485
$5.53M 0.03%
+92,336
486
$5.51M 0.03%
98,239
+62,014
487
$5.48M 0.03%
39,870
+13,200
488
$5.47M 0.03%
167,926
-22,966
489
$5.46M 0.03%
85,659
+2,545
490
$5.45M 0.03%
60,441
+7,866
491
$5.44M 0.03%
313,209
-32,123
492
$5.43M 0.03%
150,177
-7,218
493
$5.43M 0.03%
46,295
-9,406
494
$5.42M 0.03%
95,402
-6,846
495
$5.42M 0.03%
171,211
+119,985
496
$5.41M 0.03%
118,603
-2,176
497
$5.39M 0.03%
208,182
+11,100
498
$5.33M 0.03%
115,031
+3,593
499
$5.31M 0.03%
127,516
+982
500
$5.29M 0.03%
21,274
+4,144
18 19
20
21 22