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
1001
$1.67M 0.01%
94,262
-7,332
1002
$1.67M 0.01%
37,141
-3,580
1003
$1.66M 0.01%
+87,050
1004
$1.66M 0.01%
12,115
+4,552
1005
$1.66M 0.01%
43,228
-1,548
1006
$1.66M 0.01%
93,435
+6,144
1007
$1.66M 0.01%
73,013
-11,696
1008
$1.65M 0.01%
63,800
+700
1009
$1.65M 0.01%
+31,573
1010
$1.65M 0.01%
50,210
+40,809
1011
$1.65M 0.01%
13,527
-856
1012
$1.64M 0.01%
26,335
-1,647
1013
$1.62M 0.01%
22,084
+2,289
1014
$1.61M 0.01%
59,504
-84,466
1015
$1.61M 0.01%
37,765
-647
1016
$1.61M 0.01%
9,873
-1,587
1017
$1.6M 0.01%
90,283
-37,673
1018
$1.6M 0.01%
113,768
-4,097
1019
$1.59M 0.01%
+29,588
1020
$1.59M 0.01%
51,500
1021
$1.59M 0.01%
41,216
+8,520
1022
$1.57M 0.01%
44,580
+19,630
1023
$1.56M 0.01%
20,016
-787
1024
$1.56M 0.01%
27,456
-2,394
1025
$1.56M 0.01%
41,720
-7,466
39 40
41
42 43