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
176
$23.9M 0.13%
586,094
+16,955
177
$23.8M 0.13%
286,261
+14,430
178
$23.8M 0.13%
244,838
+12,909
179
$23.8M 0.13%
604,772
+52,028
180
$23.7M 0.13%
562,483
-18,344
181
$23.5M 0.13%
372,926
+4,219
182
$23.3M 0.13%
290,524
-5,076
183
$23.3M 0.13%
399,694
-34,563
184
$23M 0.13%
164,793
+7,347
185
$22.7M 0.13%
505,695
-32,586
186
$22.7M 0.13%
552,041
+67,637
187
$22.6M 0.13%
355,689
+52,124
188
$22.4M 0.13%
681,622
+33,916
189
$22.3M 0.13%
4,923,080
+96,497
190
$22.3M 0.13%
304,911
+64,264
191
$22.1M 0.12%
267,779
-6,354
192
$21.8M 0.12%
289,064
+24,244
193
$21.8M 0.12%
600,333
+14,925
194
$21.5M 0.12%
433,502
+41,554
195
$21.4M 0.12%
195,859
+1,507
196
$21.3M 0.12%
737,698
+112,090
197
$21.3M 0.12%
300,131
-9,211
198
$21.1M 0.12%
71,041
-921
199
$21.1M 0.12%
541,151
+18,897
200
$20.5M 0.12%
341,856
+19,286
6 7
8
9 10