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
826
$2.41M 0.01%
170,898
+5,554
827
$2.4M 0.01%
77,048
828
$2.4M 0.01%
30,919
-5,432
829
$2.39M 0.01%
174,250
+2,630
830
$2.39M 0.01%
+51,533
831
$2.38M 0.01%
99,732
-2,557
832
$2.38M 0.01%
55,803
-74,070
833
$2.38M 0.01%
40,809
+15,610
834
$2.37M 0.01%
40,713
+16,224
835
$2.37M 0.01%
21,467
+466
836
$2.37M 0.01%
142,035
+25,935
837
$2.37M 0.01%
41,791
-1,136
838
$2.36M 0.01%
152,995
+52,787
839
$2.36M 0.01%
174,140
+7,318
840
$2.36M 0.01%
133,278
+46,245
841
$2.35M 0.01%
152,593
+50,015
842
$2.35M 0.01%
61,001
-999
843
$2.35M 0.01%
+1,180,000
844
$2.33M 0.01%
183,765
+102,569
845
$2.33M 0.01%
71,410
-200
846
$2.33M 0.01%
26,102
+1,387
847
$2.32M 0.01%
144,580
+40,911
848
$2.31M 0.01%
64,909
+1,943
849
$2.3M 0.01%
28,969
-1,857
850
$2.29M 0.01%
75,881
+3,823
32 33
34
35 36