Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
1
$447M 2.51%
16,226,172
+680,960
2
$261M 1.46%
3,505,091
+200,706
3
$242M 1.36%
2,593,420
+148,798
4
$230M 1.29%
1,198,195
-554,172
5
$194M 1.09%
3,777,592
+286,886
6
$186M 1.05%
4,209,470
-31,570
7
$177M 1%
6,748,544
+446,990
8
$174M 0.98%
2,851,206
+98,357
9
$171M 0.96%
1,412,547
+132,005
10
$169M 0.95%
3,876,443
+199,884
11
$167M 0.94%
5,606,343
+170,737
12
$145M 0.81%
1,534,173
-8,626
13
$141M 0.79%
1,466,327
-14,078
14
$139M 0.78%
4,958,969
+4,555,874
15
$132M 0.74%
1,677,137
+224,145
16
$131M 0.74%
5,340,631
+321,760
17
$130M 0.73%
1,326,925
+23,227
18
$128M 0.72%
1,784,910
-10,815
19
$126M 0.71%
2,381,304
+173,022
20
$123M 0.69%
1,057,811
+16,781
21
$118M 0.66%
1,842,094
+26,712
22
$118M 0.66%
1,693,720
+95,258
23
$116M 0.65%
3,860,055
+105,478
24
$115M 0.64%
3,629,440
-3,065,720
25
$111M 0.62%
3,103,946
+58,524
1
2 3 4 5