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
851
$2.29M 0.01%
+318,580
852
$2.29M 0.01%
138,405
-37,080
853
$2.29M 0.01%
68,390
-3,902
854
$2.28M 0.01%
44,971
-4,744
855
$2.28M 0.01%
109,908
+10,090
856
$2.28M 0.01%
6,085
857
$2.28M 0.01%
12,957
-2,330
858
$2.26M 0.01%
67,590
-19,618
859
$2.25M 0.01%
60,596
+4,476
860
$2.25M 0.01%
25,249
-446
861
$2.22M 0.01%
21,798
+1,278
862
$2.22M 0.01%
307,936
+96,453
863
$2.21M 0.01%
3,586,240
-5,202,440
864
$2.21M 0.01%
13,561
-36,629
865
$2.2M 0.01%
120,552
-793
866
$2.2M 0.01%
116,812
-1,282
867
$2.2M 0.01%
50,226
-76,052
868
$2.19M 0.01%
149,611
+38,844
869
$2.18M 0.01%
47,616
+1,969
870
$2.17M 0.01%
173,519
+5,739
871
$2.17M 0.01%
179,412
+50,736
872
$2.17M 0.01%
115,986
-5,506
873
$2.17M 0.01%
87,424
+29,685
874
$2.17M 0.01%
35,668
+12,452
875
$2.16M 0.01%
43,749
+1,338
33 34
35
36 37