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
1026
$1.56M 0.01%
90,000
-18,930
1027
$1.56M 0.01%
39,700
+4,190
1028
$1.56M 0.01%
79,617
-2,106
1029
$1.55M 0.01%
20,971
+14
1030
$1.55M 0.01%
206,855
-5,125
1031
$1.55M 0.01%
48,218
+352
1032
$1.55M 0.01%
11,259
+2,300
1033
$1.54M 0.01%
43,521
-5,864
1034
$1.54M 0.01%
105,560
+35,418
1035
$1.54M 0.01%
152,542
-20,369
1036
$1.54M 0.01%
212,780
1037
$1.54M 0.01%
111,341
+32,416
1038
$1.52M 0.01%
331,261
+25,835
1039
$1.52M 0.01%
47,267
+16,425
1040
$1.51M 0.01%
42,534
-6,433
1041
$1.51M 0.01%
20,723
+316
1042
$1.51M 0.01%
64,700
+425
1043
$1.51M 0.01%
142,616
1044
$1.51M 0.01%
230,767
-8,024
1045
$1.51M 0.01%
167,792
-10,478
1046
$1.51M 0.01%
16,207
-32,601
1047
$1.51M 0.01%
39,898
-3,653
1048
$1.5M 0.01%
30,215
+9,954
1049
$1.5M 0.01%
46,206
+17,079
1050
$1.5M 0.01%
42,738
+5,574
40 41
42
43 44