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
2326
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-31,733
2327
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-89,732
2328
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-17,500
2329
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-49,290
2330
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-393,428
2331
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-13,148
2332
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-65,053
2333
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-12,000
2334
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-69,944
2335
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-10,943
2336
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-60,169
2337
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-23,250
2338
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-22,400
2339
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-2,053
2340
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-3,807
2341
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-47,440
2342
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-154,736
2343
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-4,822
2344
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-12,914
2345
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-16,071
2346
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-18,217
2347
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-49,881
2348
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-44,997
2349
– –
-786
2350
– –
-13,364
92 93
94
95 96