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
76
$57.6M 0.32%
729,822
+13,041
77
$57.5M 0.32%
4,240,360
+2,333,821
78
$56.7M 0.32%
555,560
+53,078
79
$56.5M 0.32%
628,394
+57,150
80
$55.8M 0.31%
317,676
+10,510
81
$55.5M 0.31%
660,725
+8,058
82
$55.1M 0.31%
2,551,401
-14,553
83
$53.6M 0.3%
820,340
+16,141
84
$53M 0.3%
338,693
+94,419
85
$52.9M 0.3%
761,081
+73,767
86
$52.8M 0.3%
+1,702,610
87
$52.2M 0.29%
476,437
+20,765
88
$52M 0.29%
907,058
-14,015
89
$51.5M 0.29%
906,279
+3,570
90
$51.2M 0.29%
2,056,371
+181,100
91
$49.8M 0.28%
1,835,660
-33,222
92
$49.4M 0.28%
1,104,759
+11,393
93
$48.9M 0.28%
353,819
+115,268
94
$48.4M 0.27%
816,608
-61,393
95
$48.3M 0.27%
568,780
+71,786
96
$47.8M 0.27%
1,445,593
-23,374
97
$47.7M 0.27%
102,337
+1,184
98
$47.6M 0.27%
727,967
+29,766
99
$46.6M 0.26%
687,710
+13,072
100
$46.6M 0.26%
855,955
-80,714
2 3
4
5 6