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
1176
$1.11M 0.01%
45,623
-7,068
1177
$1.11M 0.01%
41,300
-3,845
1178
$1.11M 0.01%
143,402
-11,147
1179
$1.11M 0.01%
130,999
-70
1180
$1.11M 0.01%
13,078
+1,285
1181
$1.11M 0.01%
63,930
-12,870
1182
$1.1M 0.01%
126,150
+16,739
1183
$1.1M 0.01%
40,952
+3,827
1184
$1.1M 0.01%
42,627
+455
1185
$1.1M 0.01%
40,099
+483
1186
$1.1M 0.01%
40,543
-10,608
1187
$1.1M 0.01%
12,972
+4,453
1188
$1.09M 0.01%
13,713
-2,664
1189
$1.09M 0.01%
21,438
+4,301
1190
$1.09M 0.01%
1,982
-165
1191
$1.09M 0.01%
30,589
-63
1192
$1.09M 0.01%
43,925
+8,100
1193
$1.09M 0.01%
35,102
-1,583
1194
$1.08M 0.01%
87,179
+2,087
1195
$1.08M 0.01%
64,406
-3,966
1196
$1.06M 0.01%
81,165
+305
1197
$1.06M 0.01%
65,000
1198
$1.06M 0.01%
23,652
-39,927
1199
$1.05M 0.01%
40,603
-933
1200
$1.05M 0.01%
67,131
-3,004
46 47
48
49 50