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
676
$3.44M 0.02%
137,712
+17,844
677
$3.44M 0.02%
222,334
-1,040
678
$3.44M 0.02%
77,483
-7,607
679
$3.44M 0.02%
248,982
+86,150
680
$3.42M 0.02%
52,273
+19,707
681
$3.42M 0.02%
55,920
-1,165
682
$3.41M 0.02%
311,174
+68,386
683
$3.4M 0.02%
199,220
-260,612
684
$3.37M 0.02%
181,980
-162,951
685
$3.37M 0.02%
67,416
-53
686
$3.35M 0.02%
346,458
-16,788
687
$3.35M 0.02%
43,304
+3,428
688
$3.33M 0.02%
183,156
+3,159
689
$3.32M 0.02%
74,206
+24,595
690
$3.32M 0.02%
339,507
+14,497
691
$3.31M 0.02%
30,660
+8,603
692
$3.31M 0.02%
81,095
+18,766
693
$3.31M 0.02%
86,355
+31,374
694
$3.3M 0.02%
336,935
+25,928
695
$3.3M 0.02%
130,729
+28,559
696
$3.29M 0.02%
51,720
+5,068
697
$3.29M 0.02%
189,878
-40,912
698
$3.28M 0.02%
+121,554
699
$3.27M 0.02%
15,444
+4,355
700
$3.27M 0.02%
167,661
+3,475
26 27
28
29 30