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
2426
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-19,241
2427
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-34,299
2428
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-4,169
2429
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-13,959
2430
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-217,988
2431
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-26,918
2432
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-52,575
2433
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-107,868
2434
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-16,039
2435
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-87,655
2436
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-3,106
2437
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-244,117
2438
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-53,953
2439
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-50,843
2440
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-467,934
2441
– –
-81,949
2442
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-4,414
2443
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-8,167
2444
– –
-399
2445
– –
-4,661
2446
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-18,172
2447
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-33,336
2448
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-3,308
2449
– –
-25,673
2450
– –
-1,383,012
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