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
2301
– –
-95,125
2302
– –
-7,293
2303
– –
-18,187
2304
– –
-95,052
2305
– –
-10,000
2306
– –
-5,391
2307
– –
-103,157
2308
– –
-18,484
2309
– –
-3,055
2310
– –
-40,839
2311
– –
-1,275
2312
– –
-22,892
2313
– –
-134,179
2314
– –
-13,148
2315
– –
-65,053
2316
– –
-12,000
2317
– –
-69,944
2318
– –
-12,782
2319
– –
-17,768
2320
– –
-10,240
2321
– –
-14,841
2322
– –
-5,808
2323
– –
-39,622
2324
– –
-11,000
2325
– –
-10,620
91 92
93
94 95