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
551
$4.64M 0.03%
107,317
-1,517
552
$4.62M 0.03%
64,662
-3,335
553
$4.62M 0.03%
+111,787
554
$4.57M 0.03%
115,847
+40,677
555
$4.55M 0.03%
84,354
+63,006
556
$4.51M 0.03%
173,296
+18,358
557
$4.51M 0.03%
318,016
+118,383
558
$4.5M 0.03%
63,436
-1,203
559
$4.5M 0.03%
41,093
+15,428
560
$4.5M 0.03%
6,019
-375
561
$4.5M 0.03%
137,052
+49,123
562
$4.49M 0.03%
98,624
+31,103
563
$4.46M 0.03%
117,591
-45,516
564
$4.46M 0.03%
49,989
+4,052
565
$4.42M 0.02%
167,747
+13,358
566
$4.4M 0.02%
222,154
-2,295
567
$4.37M 0.02%
143,260
-117,782
568
$4.35M 0.02%
46,723
-1,787
569
$4.35M 0.02%
20,225
-1,454
570
$4.34M 0.02%
58,821
-1,463
571
$4.33M 0.02%
136,225
-215,101
572
$4.3M 0.02%
445,100
+396
573
$4.29M 0.02%
22,287
-713
574
$4.28M 0.02%
441,956
-11,757
575
$4.27M 0.02%
3,965
+1,097
21 22
23
24 25