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
1251
$923K 0.01%
61,058
-27,280
1252
$922K 0.01%
29,446
-570
1253
$922K 0.01%
34,538
-182,553
1254
$921K 0.01%
33,511
+22,796
1255
$920K 0.01%
+8,748
1256
$918K 0.01%
32,060
+200
1257
$917K 0.01%
8,500
+122
1258
$917K 0.01%
28,970
-2,220
1259
$917K 0.01%
17,886
+469
1260
$914K 0.01%
62,710
-19,776
1261
$912K 0.01%
18,042
+418
1262
$911K 0.01%
+80,000
1263
$910K 0.01%
+21,713
1264
$909K 0.01%
46,925
-8,402
1265
$904K 0.01%
6,636
-565
1266
$903K 0.01%
75,144
+1,264
1267
$902K 0.01%
85,889
+19,745
1268
$900K 0.01%
29,415
-1,160
1269
$897K 0.01%
20,715
-6,212
1270
$895K 0.01%
18,553
+183
1271
$890K 0.01%
9,150
-1,274
1272
$889K 0.01%
11,428
+734
1273
$887K 0.01%
12,987
-53,888
1274
$886K 0.01%
23,080
-242,791
1275
$885K 0.01%
62,960
+6,920
49 50
51
52 53