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
2301
– –
-124,172
2302
– –
-66,503
2303
– –
-53,133
2304
– –
-24,384
2305
– –
-1,020,863
2306
– –
-2,798
2307
– –
-44,024
2308
– –
-400
2309
– –
-10,206
2310
– –
-19,590
2311
– –
-10,800
2312
– –
-14,799
2313
– –
-6,244
2314
– –
-26,566
2315
– –
-12,971
2316
– –
-10,348
2317
– –
-19,766
2318
– –
-5,464
2319
– –
-8,019
2320
– –
-84,172
2321
– –
-16,391
2322
– –
-43,330
2323
– –
-21,288
2324
– –
-9,460
2325
– –
-60,038
91 92
93
94 95