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
501
$5.26M 0.03%
92,454
+6,410
502
$5.23M 0.03%
127,033
-37,063
503
$5.21M 0.03%
232,275
-145,640
504
$5.2M 0.03%
90,578
+2,104
505
$5.17M 0.03%
+342,666
506
$5.14M 0.03%
34,090
+1,839
507
$5.14M 0.03%
54,319
-366
508
$5.13M 0.03%
107,646
-7,355
509
$5.04M 0.03%
109,783
+4,786
510
$5.04M 0.03%
76,102
+5,295
511
$5.03M 0.03%
121,597
+36,000
512
$5M 0.03%
81,745
+1,854
513
$4.98M 0.03%
79,908
+24,948
514
$4.96M 0.03%
103,826
+6,511
515
$4.95M 0.03%
51,453
-6,688
516
$4.94M 0.03%
356,161
+48,606
517
$4.92M 0.03%
79,939
+290
518
$4.91M 0.03%
133,193
+85,760
519
$4.91M 0.03%
403,676
+24,785
520
$4.9M 0.03%
383,372
+28,210
521
$4.87M 0.03%
234,174
-681,806
522
$4.87M 0.03%
311,512
-24,504
523
$4.86M 0.03%
65,571
-60,206
524
$4.86M 0.03%
156,341
+32,710
525
$4.85M 0.03%
120,106
+7,743
19 20
21
22 23