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 11.39%
4 Industrials 9.59%
5 Consumer Staples 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
$5K ﹤0.01%
18,310
-33,908
2202
$3K ﹤0.01%
50
2203
$3K ﹤0.01%
174
2204
$2K ﹤0.01%
12,000
2205
– –
-63,744
2206
– –
-84,642
2207
– –
-9,600
2208
– –
-164,052
2209
– –
-8,172
2210
– –
-1,193
2211
– –
-107,648
2212
– –
-6,025
2213
– –
-1,048
2214
– –
-20,433
2215
– –
-55,318
2216
– –
-15,515
2217
– –
-22,380
2218
– –
-104,367
2219
– –
-69,101
2220
– –
-4,965
2221
– –
-12,127
2222
– –
-3,379
2223
– –
-3,324
2224
– –
-8,474
2225
– –
-16,714
87 88
89
90 91