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
726
$3.15M 0.02%
111,928
-7,345
727
$3.14M 0.02%
68,101
-528
728
$3.14M 0.02%
55,840
+27,727
729
$3.13M 0.02%
50,465
-26,918
730
$3.12M 0.02%
244,219
+33,286
731
$3.12M 0.02%
57,172
+30,268
732
$3.09M 0.02%
64,800
+700
733
$3.09M 0.02%
58,536
+21,274
734
$3.07M 0.02%
103,366
-10,155
735
$3.07M 0.02%
34,298
-29,904
736
$3.07M 0.02%
13,369
-23,845
737
$3.06M 0.02%
63,392
-694
738
$3.06M 0.02%
13,696
-54
739
$3.04M 0.02%
128,562
+4,836
740
$3.04M 0.02%
34,533
+499
741
$3.03M 0.02%
51,964
-346
742
$3.02M 0.02%
187,718
+9,302
743
$3.02M 0.02%
110,912
+38,060
744
$3.02M 0.02%
123,445
+7,547
745
$3M 0.02%
69,316
-11,692
746
$2.98M 0.02%
41,529
+12,100
747
$2.97M 0.02%
76,037
-3,871
748
$2.97M 0.02%
96,876
+32,205
749
$2.96M 0.02%
123,447
+1,796
750
$2.96M 0.02%
141,142
-15,716
28 29
30
31 32