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
1376
$697K ﹤0.01%
21,908
+1,274
1377
$696K ﹤0.01%
31,704
-4,024
1378
$694K ﹤0.01%
27,000
1379
$691K ﹤0.01%
15,298
-33,540
1380
$691K ﹤0.01%
22,500
+6,000
1381
$691K ﹤0.01%
41,931
-2,787
1382
$691K ﹤0.01%
+17,100
1383
$690K ﹤0.01%
21,786
1384
$690K ﹤0.01%
20,065
-7,999
1385
$689K ﹤0.01%
67,224
-114,983
1386
$686K ﹤0.01%
25,900
+6,206
1387
$685K ﹤0.01%
8,538
-1,233
1388
$681K ﹤0.01%
24,277
-1,529
1389
$679K ﹤0.01%
30,508
+988
1390
$678K ﹤0.01%
25,568
+191
1391
$676K ﹤0.01%
13,533
-14
1392
$674K ﹤0.01%
64,380
-90
1393
$673K ﹤0.01%
46,277
-14,635
1394
$670K ﹤0.01%
35,137
-9,500
1395
$669K ﹤0.01%
9,245
+229
1396
$669K ﹤0.01%
6,495
+1,183
1397
$666K ﹤0.01%
58,718
-5,245
1398
$665K ﹤0.01%
17,642
+10,693
1399
$664K ﹤0.01%
19,558
+2,141
1400
$664K ﹤0.01%
65,033
-2,039
54 55
56
57 58