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
651
$3.59M 0.02%
59,364
+15,352
652
$3.59M 0.02%
233,086
+92,230
653
$3.58M 0.02%
84,552
-5,728
654
$3.58M 0.02%
147,809
-1,849
655
$3.57M 0.02%
123,574
-13,858
656
$3.57M 0.02%
43,486
+15,248
657
$3.56M 0.02%
131,034
+45,769
658
$3.56M 0.02%
346,388
+90,401
659
$3.55M 0.02%
108,147
-3,155
660
$3.55M 0.02%
91,854
+45,783
661
$3.54M 0.02%
80,731
-1,505
662
$3.54M 0.02%
40,342
-380
663
$3.52M 0.02%
54,283
-26,831
664
$3.52M 0.02%
217,232
+18,224
665
$3.52M 0.02%
70,209
+221
666
$3.5M 0.02%
166,761
-4,659
667
$3.49M 0.02%
51,223
+16,500
668
$3.47M 0.02%
142,296
-90,957
669
$3.47M 0.02%
89,717
-6,547
670
$3.46M 0.02%
91,042
-21,422
671
$3.46M 0.02%
27,603
+2,396
672
$3.45M 0.02%
56,247
-84,616
673
$3.45M 0.02%
243,463
+8,105
674
$3.45M 0.02%
93,440
-6,837
675
$3.45M 0.02%
148,055
+52,175
25 26
27
28 29