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
51
$72.3M 0.41%
659,673
+94,955
52
$71.2M 0.4%
2,641,152
-76,000
53
$70M 0.39%
944,694
+75,060
54
$69.5M 0.39%
865,028
+27,964
55
$68.3M 0.38%
1,424,373
+87,015
56
$67.8M 0.38%
1,130,792
-9,881
57
$67.2M 0.38%
803,309
-13,735
58
$67M 0.38%
323,176
+10,790
59
$66.8M 0.38%
1,285,618
+40,589
60
$66.2M 0.37%
1,151,855
-40,740
61
$66.1M 0.37%
1,643,626
+213,079
62
$65.8M 0.37%
707,027
+3,465
63
$64.9M 0.36%
940,520
+40,096
64
$64.3M 0.36%
1,223,146
-11,256
65
$63.7M 0.36%
744,903
-14,273
66
$62.7M 0.35%
513,129
+17,798
67
$60.9M 0.34%
413,585
-3,669
68
$60.3M 0.34%
706,238
+135,577
69
$60.2M 0.34%
668,414
+45,424
70
$59.4M 0.33%
521,889
+105,226
71
$58.6M 0.33%
422,977
+8,782
72
$58.5M 0.33%
648,388
-3,315
73
$58.5M 0.33%
448,298
+31,673
74
$58M 0.33%
464,982
+36,561
75
$57.7M 0.32%
2,362,864
+62,720
1 2
3
4 5