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
1426
$635K ﹤0.01%
38,920
-7,920
1427
$633K ﹤0.01%
4,823
+966
1428
$632K ﹤0.01%
20,858
+2,294
1429
$630K ﹤0.01%
6,914
+2,465
1430
$629K ﹤0.01%
49,632
+1,077
1431
$629K ﹤0.01%
5,500
-2,665
1432
$629K ﹤0.01%
22,896
+1,962
1433
$628K ﹤0.01%
5,057
+9
1434
$627K ﹤0.01%
+40,000
1435
$626K ﹤0.01%
12,878
+3,270
1436
$626K ﹤0.01%
29,616
-2,090
1437
$625K ﹤0.01%
56,065
+353
1438
$625K ﹤0.01%
23,569
+2,219
1439
$619K ﹤0.01%
29,815
+2,308
1440
$619K ﹤0.01%
5,359
-2,535
1441
$617K ﹤0.01%
22,362
+21
1442
$617K ﹤0.01%
+22,708
1443
$617K ﹤0.01%
1,911
-2,669
1444
$614K ﹤0.01%
54,349
+36,890
1445
$613K ﹤0.01%
15,726
-1,046
1446
$613K ﹤0.01%
15,529
-638
1447
$611K ﹤0.01%
47,173
+26,981
1448
$608K ﹤0.01%
+5,369
1449
$607K ﹤0.01%
36,061
+3,520
1450
$606K ﹤0.01%
32,089
-38,617
56 57
58
59 60