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
526
$4.85M 0.03%
70,894
-36
527
$4.82M 0.03%
107,767
-73,232
528
$4.82M 0.03%
68,436
-35,559
529
$4.81M 0.03%
110,178
-30,005
530
$4.81M 0.03%
269,116
-34,932
531
$4.79M 0.03%
79,723
+989
532
$4.79M 0.03%
124,843
+214
533
$4.79M 0.03%
45,194
+1,166
534
$4.78M 0.03%
258,396
+67,328
535
$4.78M 0.03%
232,945
-416
536
$4.77M 0.03%
67,577
+2,336
537
$4.76M 0.03%
385,815
+83,579
538
$4.74M 0.03%
142,193
-21,557
539
$4.74M 0.03%
65,654
-3,140
540
$4.73M 0.03%
96,171
-58,276
541
$4.71M 0.03%
129,788
+121,412
542
$4.7M 0.03%
16,559
-1,780
543
$4.7M 0.03%
93,179
-447,682
544
$4.69M 0.03%
54,190
+2,658
545
$4.68M 0.03%
+121,060
546
$4.68M 0.03%
67,259
+4,919
547
$4.68M 0.03%
769,405
+27,906
548
$4.68M 0.03%
146,355
-6,951
549
$4.66M 0.03%
+136,021
550
$4.65M 0.03%
46,161
-3,939
20 21
22
23 24