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
201
$20.2M 0.11%
105,770
+2,578
202
$20.1M 0.11%
304,652
-11,564
203
$20.1M 0.11%
16,247
+11,123
204
$20M 0.11%
162,173
-29,850
205
$19.9M 0.11%
324,294
-45,188
206
$19.8M 0.11%
398,357
+19,325
207
$19.5M 0.11%
1,325,907
+82,511
208
$19.4M 0.11%
538,658
-190,338
209
$19.3M 0.11%
664,142
+37,520
210
$19.2M 0.11%
576,962
-23,346
211
$19.2M 0.11%
485,334
+12,605
212
$19M 0.11%
263,504
+16,733
213
$18.8M 0.11%
246,595
-23,234
214
$18.8M 0.11%
190,140
-161,123
215
$18.7M 0.1%
277,795
-2,636
216
$18.6M 0.1%
907,161
-159,788
217
$18.6M 0.1%
561,905
+23,126
218
$18.3M 0.1%
265,533
+3,879
219
$18.3M 0.1%
677,405
-56,774
220
$18.3M 0.1%
616,828
-54,962
221
$18.2M 0.1%
3,697,717
+334,308
222
$18.1M 0.1%
168,348
+6,743
223
$18M 0.1%
856,045
+204,232
224
$17.9M 0.1%
559,508
+56,061
225
$17.3M 0.1%
724,339
+8,179
7 8
9
10 11