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
1276
$883K 0.01%
15,048
+4,587
1277
$883K 0.01%
34,253
+8,409
1278
$881K 0.01%
18,391
-5,232
1279
$880K ﹤0.01%
16,560
+443
1280
$880K ﹤0.01%
40,929
+2,093
1281
$872K ﹤0.01%
+122,750
1282
$870K ﹤0.01%
16,440
+3,072
1283
$863K ﹤0.01%
9,560
+364
1284
$861K ﹤0.01%
27,323
+217
1285
$856K ﹤0.01%
22,951
-5,915
1286
$852K ﹤0.01%
50,759
+673
1287
$844K ﹤0.01%
59,014
-788,908
1288
$842K ﹤0.01%
17,634
+602
1289
$838K ﹤0.01%
150,191
-15,139
1290
$837K ﹤0.01%
15,494
+2,000
1291
$836K ﹤0.01%
+261,335
1292
$835K ﹤0.01%
37,995
+4,400
1293
$835K ﹤0.01%
11,786
+2,019
1294
$833K ﹤0.01%
116,829
+19,862
1295
$831K ﹤0.01%
275,809
+1,596
1296
$831K ﹤0.01%
+21,719
1297
$829K ﹤0.01%
5,624
+1,570
1298
$829K ﹤0.01%
9,624
-36,877
1299
$828K ﹤0.01%
44,177
+967
1300
$827K ﹤0.01%
79,671
-8,522
50 51
52
53 54