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
2426
– –
-7,500
2427
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-406,634
2428
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-9,844
2429
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-833
2430
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-578,200
2431
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-10,990
2432
– –
-9,593
2433
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-65,193
2434
– –
-35,577
2435
– –
-13,885
2436
– –
-9,272
2437
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-8,832
2438
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-11,254
2439
– –
-5,557
2440
– –
-5,618
2441
– –
-28,067
2442
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-2,210
2443
– –
-60,967
2444
– –
-5,988
2445
– –
-26,889
2446
– –
-95,125
2447
– –
-7,293
2448
– –
-18,187
2449
– –
-95,052
2450
– –
-10,000
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