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
1126
$1.25M 0.01%
39,405
-60,797
1127
$1.25M 0.01%
87,853
+1,410
1128
$1.25M 0.01%
135,639
-1,524
1129
$1.24M 0.01%
87,481
-8,405
1130
$1.23M 0.01%
219,366
+75,231
1131
$1.23M 0.01%
30,789
-348
1132
$1.23M 0.01%
78,213
1133
$1.22M 0.01%
26,366
-2,340
1134
$1.22M 0.01%
54,708
1135
$1.22M 0.01%
58,699
-4,286
1136
$1.21M 0.01%
54,716
+490
1137
$1.21M 0.01%
47,600
+3,693
1138
$1.21M 0.01%
242,610
+4,770
1139
$1.21M 0.01%
95,504
-9,535
1140
$1.2M 0.01%
74,640
+29,640
1141
$1.2M 0.01%
95,170
-4,093
1142
$1.2M 0.01%
7,030
-2,821
1143
$1.2M 0.01%
22,252
+696
1144
$1.19M 0.01%
44,291
+151
1145
$1.19M 0.01%
11,400
-7,338
1146
$1.19M 0.01%
29,408
+1,860
1147
$1.19M 0.01%
+29,850
1148
$1.18M 0.01%
55,926
-1,289
1149
$1.18M 0.01%
282,724
+234,299
1150
$1.18M 0.01%
29,968
-29,371
44 45
46
47 48