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
601
$3.95M 0.02%
170,786
+32,214
602
$3.92M 0.02%
100,800
-9,396
603
$3.92M 0.02%
119,198
-5,740
604
$3.92M 0.02%
72,767
-1,374
605
$3.9M 0.02%
88,472
+4,368
606
$3.9M 0.02%
38,526
-6,597
607
$3.9M 0.02%
96,792
-8,073
608
$3.88M 0.02%
134,005
-373,893
609
$3.88M 0.02%
27,680
-410
610
$3.87M 0.02%
104,016
+45,013
611
$3.85M 0.02%
111,192
-15,079
612
$3.85M 0.02%
75,119
+26,724
613
$3.84M 0.02%
362,497
+25,539
614
$3.84M 0.02%
79,907
+28,045
615
$3.83M 0.02%
371,390
+181,900
616
$3.83M 0.02%
149,551
-27,088
617
$3.83M 0.02%
39,544
+12,088
618
$3.82M 0.02%
67,429
+23,293
619
$3.8M 0.02%
164,892
-1,712
620
$3.78M 0.02%
143,870
-15,563
621
$3.78M 0.02%
120,581
-11,738
622
$3.77M 0.02%
153,085
+629
623
$3.77M 0.02%
55,111
-10,478
624
$3.77M 0.02%
88,959
-9,791
625
$3.77M 0.02%
48,676
-2,150
23 24
25
26 27