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
2401
– –
-10,701
2402
– –
-4,434
2403
– –
-5,280
2404
– –
-16,037
2405
– –
-10,000
2406
– –
-9,639
2407
– –
-51,557
2408
– –
-520
2409
– –
-1,100
2410
– –
-5,625
2411
– –
-14,882
2412
– –
-22,308
2413
– –
-2,838
2414
– –
-2,565
2415
– –
-12,159
2416
– –
-8,871
2417
– –
-4,300
2418
– –
-89,029
2419
– –
-15,291
2420
– –
-11,568
2421
– –
-220,262
2422
– –
-2,899
2423
– –
-5,640
2424
– –
-5,062
2425
– –
-10,889
95 96
97
98 99