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
1976
$220K ﹤0.01%
4,110
-702
1977
$220K ﹤0.01%
+6,387
1978
$220K ﹤0.01%
16,338
-2,155
1979
$220K ﹤0.01%
11,508
-632
1980
$219K ﹤0.01%
41,265
-2,440
1981
$219K ﹤0.01%
+8,086
1982
$218K ﹤0.01%
128,365
+1,549
1983
$217K ﹤0.01%
7,815
-1,089
1984
$217K ﹤0.01%
+12,813
1985
$216K ﹤0.01%
+27,519
1986
$215K ﹤0.01%
11,970
-10,177
1987
$214K ﹤0.01%
20,768
+948
1988
$214K ﹤0.01%
8,604
-2,884
1989
$214K ﹤0.01%
16,237
+539
1990
$213K ﹤0.01%
6,532
-556
1991
$213K ﹤0.01%
9,250
+1,205
1992
$212K ﹤0.01%
13,780
1993
$212K ﹤0.01%
8,417
+45
1994
$211K ﹤0.01%
11,944
+470
1995
$211K ﹤0.01%
37,764
-11,213
1996
$211K ﹤0.01%
1,743
-85
1997
$211K ﹤0.01%
9,143
-2,810
1998
$211K ﹤0.01%
7,542
-411
1999
$210K ﹤0.01%
19,606
+350
2000
$210K ﹤0.01%
2,464
-493
78 79
80
81 82