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
1401
$662K ﹤0.01%
+284
1402
$661K ﹤0.01%
36,385
+1,188
1403
$661K ﹤0.01%
13,243
+303
1404
$660K ﹤0.01%
15,640
+3,297
1405
$659K ﹤0.01%
65,043
+31,082
1406
$658K ﹤0.01%
70,055
-42,635
1407
$656K ﹤0.01%
5,989
+2,750
1408
$651K ﹤0.01%
20,000
1409
$650K ﹤0.01%
22,941
-2,248
1410
$650K ﹤0.01%
69,095
+22,300
1411
$650K ﹤0.01%
+23,553
1412
$647K ﹤0.01%
21,853
+276
1413
$647K ﹤0.01%
5,486
+2,205
1414
$647K ﹤0.01%
120,461
-124,938
1415
$646K ﹤0.01%
47,715
+2,950
1416
$646K ﹤0.01%
+39,807
1417
$645K ﹤0.01%
21,394
+1,114
1418
$643K ﹤0.01%
34,829
-33,203
1419
$642K ﹤0.01%
13,183
-3,384
1420
$642K ﹤0.01%
14,705
-3,127
1421
$641K ﹤0.01%
58,828
+30,062
1422
$639K ﹤0.01%
12,511
-90,417
1423
$639K ﹤0.01%
37,702
-1,528
1424
$639K ﹤0.01%
128,915
-1,100
1425
$636K ﹤0.01%
10,099
+5,834
55 56
57
58 59