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
1476
$576K ﹤0.01%
+24,057
1477
$575K ﹤0.01%
9,997
-934
1478
$575K ﹤0.01%
31,353
+1,501
1479
$572K ﹤0.01%
66,384
+1,266
1480
$570K ﹤0.01%
22,451
-5,860
1481
$567K ﹤0.01%
17,513
+958
1482
$561K ﹤0.01%
12,250
-830
1483
$560K ﹤0.01%
14,337
-20,752
1484
$560K ﹤0.01%
36,444
-10,977
1485
$558K ﹤0.01%
8,640
-26,426
1486
$558K ﹤0.01%
19,940
+4,040
1487
$558K ﹤0.01%
19,600
-114,013
1488
$558K ﹤0.01%
23,394
-4,194
1489
$556K ﹤0.01%
6,146
-277
1490
$556K ﹤0.01%
18,369
+4,392
1491
$556K ﹤0.01%
412
-5
1492
$554K ﹤0.01%
58,764
+810
1493
$553K ﹤0.01%
6,327
+166
1494
$553K ﹤0.01%
25,007
+3,156
1495
$549K ﹤0.01%
+77,068
1496
$549K ﹤0.01%
22,539
+6,732
1497
$549K ﹤0.01%
+10,342
1498
$547K ﹤0.01%
11,140
+34
1499
$546K ﹤0.01%
36,936
+2,304
1500
$546K ﹤0.01%
+16,254
58 59
60
61 62