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
976
$1.75M 0.01%
36,715
-587
977
$1.75M 0.01%
151,958
-9,987
978
$1.74M 0.01%
60,501
979
$1.74M 0.01%
49,399
-7,074
980
$1.73M 0.01%
52,425
+6,919
981
$1.73M 0.01%
62,962
-92,024
982
$1.73M 0.01%
107,799
-29
983
$1.72M 0.01%
56,358
-1,260
984
$1.72M 0.01%
43,027
-9,650
985
$1.72M 0.01%
41,320
+17,017
986
$1.72M 0.01%
31,178
+1,356
987
$1.71M 0.01%
88,403
+34,066
988
$1.71M 0.01%
38,150
+3,933
989
$1.71M 0.01%
19,601
-41,682
990
$1.71M 0.01%
217,188
+80,142
991
$1.7M 0.01%
23,378
+9,190
992
$1.7M 0.01%
341,000
-341,285
993
$1.7M 0.01%
213,130
-9,694
994
$1.69M 0.01%
23,335
-698
995
$1.69M 0.01%
75,657
+13,728
996
$1.69M 0.01%
168,919
-2,500
997
$1.68M 0.01%
42,539
-13,782
998
$1.68M 0.01%
1,437
+739
999
$1.68M 0.01%
78,048
-175,368
1000
$1.68M 0.01%
103,920
+78,451
38 39
40
41 42