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
1101
$1.32M 0.01%
28,625
+762
1102
$1.32M 0.01%
30,131
+19,640
1103
$1.32M 0.01%
4,813
+1,627
1104
$1.31M 0.01%
25,988
+5,905
1105
$1.31M 0.01%
154,480
-25,750
1106
$1.31M 0.01%
28,390
+943
1107
$1.31M 0.01%
72,825
-537,440
1108
$1.31M 0.01%
11,309
+1,336
1109
$1.31M 0.01%
24,202
+2,530
1110
$1.3M 0.01%
40,328
+40
1111
$1.29M 0.01%
7,429
-302
1112
$1.29M 0.01%
28,223
+1,000
1113
$1.29M 0.01%
67,800
+170
1114
$1.29M 0.01%
50,957
+611
1115
$1.28M 0.01%
73,264
+5,236
1116
$1.28M 0.01%
+60,369
1117
$1.27M 0.01%
18,074
+611
1118
$1.27M 0.01%
24,700
-76
1119
$1.27M 0.01%
32,543
-727
1120
$1.27M 0.01%
154,279
+137,847
1121
$1.27M 0.01%
143,661
-1,802
1122
$1.25M 0.01%
43,675
+165
1123
$1.25M 0.01%
36,986
+238
1124
$1.25M 0.01%
9,345
+288
1125
$1.25M 0.01%
52,034
-15,742
43 44
45
46 47