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
2251
– –
-9,187
2252
– –
-98,052
2253
– –
-15,060
2254
– –
-24,427
2255
– –
-92,290
2256
– –
-42,702
2257
– –
-58,337
2258
– –
-13,451
2259
– –
-47,919
2260
– –
-221,914
2261
– –
-12,903
2262
– –
-130,878
2263
– –
-9,828
2264
– –
-124,172
2265
– –
-66,503
2266
– –
-53,133
2267
– –
-24,384
2268
– –
-1,020,863
2269
– –
-2,798
2270
– –
-44,024
2271
– –
-400
2272
– –
-10,206
2273
– –
-19,590
2274
– –
-10,800
2275
– –
-14,799
89 90
91
92 93