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
751
$2.96M 0.02%
141,546
+36,756
752
$2.95M 0.02%
56,660
-5,533
753
$2.94M 0.02%
72,086
+26,004
754
$2.9M 0.02%
243,046
+1,766
755
$2.89M 0.02%
35,675
+12,321
756
$2.88M 0.02%
304,839
757
$2.88M 0.02%
27,335
-3,472
758
$2.88M 0.02%
27,903
-3,606
759
$2.88M 0.02%
45,816
+12,367
760
$2.87M 0.02%
68,374
-10,066
761
$2.86M 0.02%
43,691
-1,080
762
$2.86M 0.02%
158,289
+10,338
763
$2.85M 0.02%
15,950
+853
764
$2.85M 0.02%
104,373
+1,701
765
$2.85M 0.02%
63,370
+12,920
766
$2.83M 0.02%
160,311
+55,528
767
$2.83M 0.02%
103,288
+17,915
768
$2.82M 0.02%
14,904
+138
769
$2.82M 0.02%
888
+309
770
$2.81M 0.02%
47,409
-8,520
771
$2.79M 0.02%
121,760
+8,730
772
$2.78M 0.02%
132,465
+58,984
773
$2.78M 0.02%
162,995
+113,838
774
$2.78M 0.02%
129,053
+31,736
775
$2.78M 0.02%
204,666
+169,406
29 30
31
32 33