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
776
$2.76M 0.02%
72,685
-39,969
777
$2.76M 0.02%
71,614
-13,046
778
$2.76M 0.02%
74,325
-11,010
779
$2.75M 0.02%
35,566
-21,254
780
$2.75M 0.02%
41,381
+3,001
781
$2.73M 0.02%
211,623
-78,971
782
$2.72M 0.02%
63,607
+6,037
783
$2.7M 0.02%
103,976
+33,452
784
$2.7M 0.02%
87,318
+29,734
785
$2.69M 0.02%
79,883
+30,102
786
$2.68M 0.02%
84,887
-106
787
$2.68M 0.02%
51,207
+3,144
788
$2.68M 0.02%
234,453
-2,042
789
$2.67M 0.02%
19,775
-1,401
790
$2.67M 0.02%
47,417
-9,531
791
$2.66M 0.02%
12,893
-6,140
792
$2.66M 0.01%
89,945
+14,915
793
$2.66M 0.01%
76,252
-3,001
794
$2.65M 0.01%
22,333
-2,310
795
$2.65M 0.01%
90,215
+15,904
796
$2.64M 0.01%
274,787
+242,287
797
$2.64M 0.01%
49,874
+44,391
798
$2.64M 0.01%
49,737
-12,356
799
$2.63M 0.01%
24,208
+985
800
$2.62M 0.01%
57,247
-81,268
30 31
32
33 34