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
801
$2.62M 0.01%
142,477
+1,224
802
$2.57M 0.01%
54,536
+1,803
803
$2.56M 0.01%
51,574
+897
804
$2.54M 0.01%
66,715
+2,035
805
$2.54M 0.01%
5,437
-629
806
$2.54M 0.01%
74,141
+1,786
807
$2.54M 0.01%
65,456
-13,483
808
$2.52M 0.01%
55,621
-12,638
809
$2.52M 0.01%
149,744
+56,236
810
$2.52M 0.01%
63,881
+1,669
811
$2.51M 0.01%
145,195
-15,122
812
$2.5M 0.01%
116,461
+42,385
813
$2.5M 0.01%
155,602
+6,254
814
$2.49M 0.01%
65,699
-15,485
815
$2.49M 0.01%
52,142
-73,398
816
$2.49M 0.01%
+167,300
817
$2.48M 0.01%
175,970
-1,095
818
$2.46M 0.01%
85,878
-34,704
819
$2.45M 0.01%
65,804
-8,648
820
$2.44M 0.01%
269,355
-13,643
821
$2.43M 0.01%
187,100
+200
822
$2.43M 0.01%
59,198
-2,618
823
$2.43M 0.01%
68,270
+21,491
824
$2.43M 0.01%
318,186
-6,577
825
$2.41M 0.01%
92,769
+10,168
31 32
33
34 35