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
701
$3.26M 0.02%
69,320
-12,705
702
$3.26M 0.02%
45,308
+15,822
703
$3.25M 0.02%
108,487
+11,240
704
$3.25M 0.02%
30,689
-6,995
705
$3.24M 0.02%
60,695
+23,179
706
$3.24M 0.02%
70,909
+32,738
707
$3.23M 0.02%
63,857
+409
708
$3.23M 0.02%
64,758
-8,515
709
$3.23M 0.02%
231,484
-11,705
710
$3.22M 0.02%
62,458
-10,627
711
$3.22M 0.02%
35,512
-102
712
$3.21M 0.02%
49,569
+25,216
713
$3.21M 0.02%
54,623
-3,762
714
$3.2M 0.02%
154,497
+11,737
715
$3.2M 0.02%
289,920
+55,146
716
$3.2M 0.02%
520,014
+42,698
717
$3.2M 0.02%
+90,095
718
$3.19M 0.02%
37,921
-5,366
719
$3.19M 0.02%
85,592
+40,596
720
$3.19M 0.02%
105,884
+37,740
721
$3.17M 0.02%
110,615
-35,255
722
$3.17M 0.02%
50,261
+5,971
723
$3.16M 0.02%
18,026
+120
724
$3.16M 0.02%
121,292
+65,171
725
$3.16M 0.02%
35,671
+20,061
27 28
29
30 31