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
876
$2.16M 0.01%
29,803
+3,453
877
$2.15M 0.01%
353,994
+22,842
878
$2.15M 0.01%
138,870
-14,675
879
$2.15M 0.01%
45,921
+3,293
880
$2.14M 0.01%
78,021
-3,764
881
$2.14M 0.01%
76,757
+17,929
882
$2.13M 0.01%
67,906
+59,864
883
$2.13M 0.01%
137,467
+58,407
884
$2.13M 0.01%
62,847
-13,692
885
$2.13M 0.01%
+116,452
886
$2.13M 0.01%
61,569
-5,732
887
$2.12M 0.01%
118,432
+15,231
888
$2.1M 0.01%
70,484
+26,248
889
$2.1M 0.01%
52,772
-9,464
890
$2.09M 0.01%
22,045
-60,174
891
$2.09M 0.01%
119,438
+1,351
892
$2.08M 0.01%
242,733
+3,625
893
$2.07M 0.01%
38,889
+2,088
894
$2.07M 0.01%
48,700
-57,684
895
$2.07M 0.01%
82,016
-20,126
896
$2.07M 0.01%
34,780
-2,231
897
$2.06M 0.01%
11,521
-1,462
898
$2.06M 0.01%
52,032
+3,766
899
$2.06M 0.01%
124,811
+19,979
900
$2.06M 0.01%
147,268
+9,155
34 35
36
37 38