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
1301
$827K ﹤0.01%
55,042
-68,042
1302
$826K ﹤0.01%
5,744
+1,034
1303
$825K ﹤0.01%
69,100
+6,143
1304
$822K ﹤0.01%
175,690
-5,600
1305
$821K ﹤0.01%
32,129
+1,432
1306
$819K ﹤0.01%
4,406
1307
$815K ﹤0.01%
100,289
-2,250
1308
$813K ﹤0.01%
13,522
-5,955
1309
$809K ﹤0.01%
177
+30
1310
$803K ﹤0.01%
16,436
-15,336
1311
$803K ﹤0.01%
130,080
-7,284
1312
$801K ﹤0.01%
28,810
+1,246
1313
$798K ﹤0.01%
23,558
-7,949
1314
$798K ﹤0.01%
6,577
+402
1315
$795K ﹤0.01%
104,827
+11,000
1316
$795K ﹤0.01%
53,482
-72,281
1317
$795K ﹤0.01%
16,965
-377
1318
$794K ﹤0.01%
14,366
-8,600
1319
$790K ﹤0.01%
18,745
+5,963
1320
$790K ﹤0.01%
27,229
+2,269
1321
$789K ﹤0.01%
20,049
-1,163
1322
$786K ﹤0.01%
30,371
-29,004
1323
$785K ﹤0.01%
10,546
+3,038
1324
$784K ﹤0.01%
37,878
-5,634
1325
$783K ﹤0.01%
34,041
+1,200
51 52
53
54 55