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
1351
$729K ﹤0.01%
33,940
+4,619
1352
$728K ﹤0.01%
45,189
-646
1353
$726K ﹤0.01%
10,999
+171
1354
$726K ﹤0.01%
4,029
-1,148
1355
$723K ﹤0.01%
95,123
+4,650
1356
$722K ﹤0.01%
15,877
+4,465
1357
$720K ﹤0.01%
33,316
-7,089
1358
$717K ﹤0.01%
7,731
+1,371
1359
$717K ﹤0.01%
67,907
+2,655
1360
$717K ﹤0.01%
60,316
-245,832
1361
$716K ﹤0.01%
86,292
+6,575
1362
$716K ﹤0.01%
36,635
+154
1363
$716K ﹤0.01%
16,562
-778
1364
$715K ﹤0.01%
6,858
-6,062
1365
$713K ﹤0.01%
6,579
+2,715
1366
$711K ﹤0.01%
16,000
-3,246
1367
$709K ﹤0.01%
23,372
-2,289
1368
$708K ﹤0.01%
18,768
+1,479
1369
$705K ﹤0.01%
55,791
+12,720
1370
$704K ﹤0.01%
32,150
-59,257
1371
$704K ﹤0.01%
12,900
1372
$700K ﹤0.01%
32,444
+667
1373
$700K ﹤0.01%
21,537
-60,125
1374
$699K ﹤0.01%
15,335
+1,404
1375
$698K ﹤0.01%
26,915
-710
53 54
55
56 57