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
576
$4.25M 0.02%
169,941
+12,595
577
$4.22M 0.02%
77,959
-5,295
578
$4.22M 0.02%
102,749
-2,864
579
$4.21M 0.02%
68,329
+25,051
580
$4.2M 0.02%
88,025
+2,430
581
$4.2M 0.02%
3,296
+2,337
582
$4.19M 0.02%
206,415
+64,487
583
$4.19M 0.02%
491,610
+138,044
584
$4.17M 0.02%
80,716
+28,031
585
$4.17M 0.02%
70,530
-68
586
$4.17M 0.02%
45,810
+2,329
587
$4.12M 0.02%
125,024
+21,647
588
$4.1M 0.02%
84,373
-4,860
589
$4.06M 0.02%
127,706
+14,886
590
$4.06M 0.02%
70,292
+20,750
591
$4.06M 0.02%
53,867
-862
592
$4.04M 0.02%
528,846
+48,786
593
$4.03M 0.02%
41,476
+19,416
594
$4.03M 0.02%
97,747
+29,937
595
$4.02M 0.02%
127,770
-6,537
596
$4.01M 0.02%
77,046
-15,868
597
$3.99M 0.02%
79,949
+5,174
598
$3.98M 0.02%
133,130
+62,067
599
$3.97M 0.02%
82,278
+28,241
600
$3.96M 0.02%
73,267
+25,447
22 23
24
25 26