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
1451
$601K ﹤0.01%
24,142
-5,930
1452
$601K ﹤0.01%
36,560
-4,578
1453
$601K ﹤0.01%
35,659
-7,751
1454
$600K ﹤0.01%
10,416
+5,312
1455
$600K ﹤0.01%
16,782
-403
1456
$599K ﹤0.01%
11,131
+470
1457
$599K ﹤0.01%
11,982
-7,252
1458
$597K ﹤0.01%
34,692
+281
1459
$595K ﹤0.01%
16,864
-3,417
1460
$594K ﹤0.01%
16,368
+3,279
1461
$593K ﹤0.01%
17,624
+316
1462
$592K ﹤0.01%
82,451
-31,955
1463
$592K ﹤0.01%
368,012
-5,945
1464
$590K ﹤0.01%
13,419
-7,382
1465
$590K ﹤0.01%
7,750
1466
$590K ﹤0.01%
15,077
-5,173
1467
$590K ﹤0.01%
7,300
1468
$587K ﹤0.01%
37,216
-65,516
1469
$584K ﹤0.01%
7,512
1470
$583K ﹤0.01%
256,712
-51,269
1471
$580K ﹤0.01%
10,255
+105
1472
$580K ﹤0.01%
7,088
-433
1473
$579K ﹤0.01%
7,754
+2,990
1474
$578K ﹤0.01%
+93,666
1475
$577K ﹤0.01%
33,311
-500
57 58
59
60 61