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
1076
$1.4M 0.01%
39,536
+2,742
1077
$1.4M 0.01%
92,169
-707
1078
$1.4M 0.01%
14,966
-3,219
1079
$1.39M 0.01%
40,467
-1,909
1080
$1.39M 0.01%
87,501
-892
1081
$1.39M 0.01%
22,316
-526
1082
$1.39M 0.01%
96,565
+1,576
1083
$1.38M 0.01%
62,790
+46,776
1084
$1.37M 0.01%
117,576
-4,046
1085
$1.37M 0.01%
24,732
-3,347
1086
$1.36M 0.01%
29,754
-1,642
1087
$1.35M 0.01%
38,335
+2,742
1088
$1.35M 0.01%
27,292
+4,332
1089
$1.35M 0.01%
70,000
-355
1090
$1.35M 0.01%
+34,629
1091
$1.35M 0.01%
70,514
-1,778
1092
$1.35M 0.01%
35,300
-1,038
1093
$1.34M 0.01%
34,060
+10,123
1094
$1.34M 0.01%
21,012
+609
1095
$1.34M 0.01%
16,938
+1,938
1096
$1.34M 0.01%
31,434
+6,903
1097
$1.34M 0.01%
64,873
+700
1098
$1.33M 0.01%
42,436
-4,474
1099
$1.32M 0.01%
+41,221
1100
$1.32M 0.01%
17,229
+1,774
42 43
44
45 46