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
926
$1.94M 0.01%
75,455
+1,302
927
$1.94M 0.01%
203,976
+7,543
928
$1.94M 0.01%
78,374
-224
929
$1.93M 0.01%
74,423
+2,333
930
$1.93M 0.01%
67,170
-122,703
931
$1.92M 0.01%
46,966
+2,770
932
$1.91M 0.01%
702,590
+81,900
933
$1.91M 0.01%
110,279
+62,826
934
$1.9M 0.01%
120,572
-14,408
935
$1.9M 0.01%
29,621
-566
936
$1.9M 0.01%
208,836
+12,063
937
$1.89M 0.01%
75,165
+22,424
938
$1.89M 0.01%
35,493
-1,290
939
$1.88M 0.01%
58,863
+9,023
940
$1.88M 0.01%
59,314
+2,204
941
$1.87M 0.01%
111,369
+2,588
942
$1.86M 0.01%
44,419
+329
943
$1.85M 0.01%
661,727
+19,872
944
$1.85M 0.01%
15,416
-4,132
945
$1.85M 0.01%
17,561
-124
946
$1.84M 0.01%
37,245
-838
947
$1.84M 0.01%
25,695
+1,702
948
$1.83M 0.01%
93,921
+1,471
949
$1.83M 0.01%
76,414
+24,415
950
$1.83M 0.01%
45,074
+14,667
36 37
38
39 40