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
151
$29.3M 0.16%
1,199,892
-1,497,049
152
$29M 0.16%
585,423
+12,157
153
$28.7M 0.16%
957,581
+122,531
154
$28.7M 0.16%
430,739
+1,579
155
$28.1M 0.16%
209,633
+15,466
156
$27.9M 0.16%
1,140,573
+5,526
157
$27.8M 0.16%
664,682
+12,096
158
$27.8M 0.16%
753,993
-46,284
159
$27.3M 0.15%
455,102
+117,810
160
$27.2M 0.15%
147,906
+5,232
161
$26.8M 0.15%
364,781
+27,927
162
$26.8M 0.15%
651,872
+27,518
163
$26.5M 0.15%
664,457
+42,097
164
$26.5M 0.15%
232,324
-1,081
165
$26.4M 0.15%
203,692
-26,306
166
$26.3M 0.15%
519,555
-65,855
167
$25.8M 0.14%
253,033
+4,730
168
$25.7M 0.14%
939,115
-16,135
169
$25.5M 0.14%
776,726
+184,239
170
$25.4M 0.14%
603,509
+180,050
171
$25M 0.14%
1,606,854
+137,369
172
$24.8M 0.14%
356,781
+54,327
173
$24.2M 0.14%
598,474
-2,830
174
$24M 0.14%
1,604,341
+574,811
175
$24M 0.13%
288,092
+5,538
5 6
7
8 9