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
901
$2.06M 0.01%
37,198
+12,288
902
$2.05M 0.01%
35,243
-6,337
903
$2.05M 0.01%
169,446
-42,544
904
$2.04M 0.01%
64,418
+700
905
$2.04M 0.01%
64,726
-442
906
$2.04M 0.01%
2,540
-112
907
$2.02M 0.01%
59,768
-104,969
908
$2.01M 0.01%
30,026
-21,991
909
$2M 0.01%
130,768
+83,192
910
$1.99M 0.01%
145,131
-19,201
911
$1.99M 0.01%
37,752
+4,686
912
$1.99M 0.01%
30,163
+620
913
$1.99M 0.01%
47,469
-27,629
914
$1.99M 0.01%
61,155
+5,298
915
$1.98M 0.01%
47,242
+3,318
916
$1.98M 0.01%
90,727
+90
917
$1.98M 0.01%
37,627
-1,207
918
$1.98M 0.01%
78,531
+24,080
919
$1.98M 0.01%
23,981
+3,389
920
$1.97M 0.01%
58,552
+16,625
921
$1.97M 0.01%
18,009
+340
922
$1.97M 0.01%
62,273
+11,428
923
$1.96M 0.01%
43,539
+6,938
924
$1.95M 0.01%
57,658
-4,689
925
$1.95M 0.01%
155,743
+7,209
35 36
37
38 39