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
1051
$1.49M 0.01%
11,171
+1,702
1052
$1.48M 0.01%
35,989
-87
1053
$1.48M 0.01%
32,601
-531
1054
$1.48M 0.01%
23,149
-3,658
1055
$1.47M 0.01%
64,881
-1
1056
$1.47M 0.01%
23,996
-21,679
1057
$1.46M 0.01%
33,738
+5,626
1058
$1.45M 0.01%
17,318
+203
1059
$1.45M 0.01%
110,783
+11,678
1060
$1.45M 0.01%
88,736
-17,466
1061
$1.45M 0.01%
8,092
-134
1062
$1.45M 0.01%
97,733
-3,051
1063
$1.44M 0.01%
19,331
+5,231
1064
$1.44M 0.01%
67,008
+4,128
1065
$1.43M 0.01%
168,755
-58,635
1066
$1.43M 0.01%
78,921
-3,503
1067
$1.43M 0.01%
39,859
-241,124
1068
$1.43M 0.01%
53,394
-17,668
1069
$1.43M 0.01%
128,915
+5,987
1070
$1.43M 0.01%
49,890
-120
1071
$1.42M 0.01%
75,751
-1,245
1072
$1.41M 0.01%
11,511
-1,386
1073
$1.41M 0.01%
44,908
+2,493
1074
$1.41M 0.01%
176,500
-43,500
1075
$1.4M 0.01%
30,975
+2,694
41 42
43
44 45