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
2226
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-10,670
2227
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-743
2228
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2229
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-27,096
2230
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2231
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-7,500
2232
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-406,634
2233
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-9,844
2234
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-833
2235
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-578,200
2236
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-10,990
2237
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-9,593
2238
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-65,193
2239
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-35,577
2240
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-13,885
2241
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-9,272
2242
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-8,832
2243
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-11,254
2244
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-6,124
2245
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-64,981
2246
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-11,199
2247
– –
-6,075
2248
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-275,581
2249
– –
-6,680
2250
– –
-41,900
88 89
90
91 92