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
1201
$1.05M 0.01%
253,106
+65,495
1202
$1.04M 0.01%
14,057
+4,145
1203
$1.03M 0.01%
25,811
+2,260
1204
$1.03M 0.01%
7,511
-64
1205
$1.03M 0.01%
14,880
+1,567
1206
$1.03M 0.01%
31,261
-77
1207
$1.02M 0.01%
45,636
-9,621
1208
$1.02M 0.01%
28,443
-2,548
1209
$1.02M 0.01%
51,240
-2,063
1210
$1.01M 0.01%
69,668
-4,282
1211
$1.01M 0.01%
+53,058
1212
$1.01M 0.01%
17,354
-1,074
1213
$1.01M 0.01%
44,586
+435
1214
$1.01M 0.01%
42,180
+1,008
1215
$1.01M 0.01%
52,813
+15,507
1216
$1M 0.01%
20,733
-445
1217
$996K 0.01%
83,443
+1,435
1218
$994K 0.01%
65,510
+157
1219
$992K 0.01%
30,626
-7,752
1220
$990K 0.01%
+35,895
1221
$987K 0.01%
24,634
-7,086
1222
$984K 0.01%
11,601
-1,001
1223
$983K 0.01%
54,846
+8,550
1224
$981K 0.01%
144,699
-927
1225
$981K 0.01%
643
+7
47 48
49
50 51