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
2401
– –
-3,106
2402
– –
-164,052
2403
– –
-53,953
2404
– –
-50,843
2405
– –
-467,934
2406
– –
-81,949
2407
– –
-4,414
2408
– –
-8,167
2409
– –
-399
2410
– –
-4,661
2411
– –
-18,172
2412
– –
-33,336
2413
– –
-3,308
2414
– –
-25,673
2415
– –
-1,383,012
2416
– –
-15,439
2417
– –
-15,748
2418
– –
-19,204
2419
– –
-1,048
2420
– –
-20,433
2421
– –
-10,670
2422
– –
-743
2423
– –
-69,941
2424
– –
-27,096
2425
– –
-2,446
95 96
97
98 99