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
126
$35.6M 0.2%
630,789
-26,609
127
$35.1M 0.2%
1,598,682
-555,798
128
$35M 0.2%
187,963
+2,348
129
$34.9M 0.2%
779,737
+51,984
130
$34.8M 0.2%
910,128
+695,423
131
$34.6M 0.19%
422,744
-6,986
132
$34.5M 0.19%
1,106,053
-31,056
133
$34.3M 0.19%
499,100
-23,062
134
$34M 0.19%
624,064
+79,057
135
$34M 0.19%
408,960
+178
136
$33.8M 0.19%
341,455
-2,253
137
$33.3M 0.19%
1,048,085
-1,162
138
$33.2M 0.19%
1,298,400
-229,600
139
$33M 0.19%
310,738
+10,376
140
$32.6M 0.18%
1,050,230
+180,129
141
$32.5M 0.18%
+460,369
142
$32.4M 0.18%
225,047
+6,292
143
$32.3M 0.18%
630,064
-127,664
144
$32.1M 0.18%
118,106
+2,053
145
$31.5M 0.18%
398,480
+99,880
146
$31.2M 0.18%
609,261
-262,099
147
$30.9M 0.17%
150,686
+12,362
148
$30.7M 0.17%
414,276
+25,750
149
$30M 0.17%
364,318
+3,384
150
$29.5M 0.17%
270,094
+25,545
4 5
6
7 8