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
1226
$980K 0.01%
16,553
+463
1227
$979K 0.01%
134,896
-4,037
1228
$978K 0.01%
46,483
-2,655
1229
$975K 0.01%
25,820
+250
1230
$968K 0.01%
39,997
+13,144
1231
$957K 0.01%
18,053
+1,840
1232
$956K 0.01%
60,828
-28,223
1233
$955K 0.01%
41,209
+2,234
1234
$953K 0.01%
78,476
+2,355
1235
$952K 0.01%
17,134
+189
1236
$947K 0.01%
35,912
+400
1237
$944K 0.01%
114,864
+52,535
1238
$943K 0.01%
8,250
+450
1239
$942K 0.01%
28,412
-3,317
1240
$942K 0.01%
14,976
-3,464
1241
$940K 0.01%
35,619
-689
1242
$934K 0.01%
33,078
+20,032
1243
$931K 0.01%
22,229
+112
1244
$930K 0.01%
46,883
+36,928
1245
$930K 0.01%
32,151
+6,304
1246
$926K 0.01%
19,572
-3,000
1247
$926K 0.01%
43,446
-2,904
1248
$925K 0.01%
28,427
+21,565
1249
$924K 0.01%
73,485
+214
1250
$923K 0.01%
102,650
-2,749
48 49
50
51 52