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
1326
$780K ﹤0.01%
2,182
+51
1327
$777K ﹤0.01%
23,044
+1,475
1328
$777K ﹤0.01%
17,724
-1,032
1329
$776K ﹤0.01%
22,145
+7,337
1330
$775K ﹤0.01%
14,220
+7,596
1331
$774K ﹤0.01%
11,343
-4,572
1332
$773K ﹤0.01%
20,362
+1,611
1333
$772K ﹤0.01%
12,200
1334
$771K ﹤0.01%
17,007
+1,735
1335
$771K ﹤0.01%
10,530
-10,123
1336
$771K ﹤0.01%
+42,726
1337
$771K ﹤0.01%
22,424
+3,748
1338
$770K ﹤0.01%
+30,311
1339
$769K ﹤0.01%
20,099
-274
1340
$765K ﹤0.01%
17,921
-1,182
1341
$760K ﹤0.01%
7,418
-1,020
1342
$758K ﹤0.01%
39,526
-2,531
1343
$752K ﹤0.01%
23,563
+10,041
1344
$752K ﹤0.01%
43,777
-39
1345
$749K ﹤0.01%
42,654
-2,118
1346
$748K ﹤0.01%
17,329
+12,715
1347
$743K ﹤0.01%
30,251
-456
1348
$739K ﹤0.01%
7,047
+720
1349
$735K ﹤0.01%
68,478
+6,182
1350
$730K ﹤0.01%
24,859
-53,320
52 53
54
55 56