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
1501
$545K ﹤0.01%
27,212
+1,880
1502
$544K ﹤0.01%
16,702
-1,596
1503
$543K ﹤0.01%
7,750
-10
1504
$542K ﹤0.01%
33,250
+3,000
1505
$542K ﹤0.01%
44,358
+970
1506
$542K ﹤0.01%
85,074
-885,625
1507
$542K ﹤0.01%
18,889
-2,357
1508
$541K ﹤0.01%
20,808
-1,284
1509
$539K ﹤0.01%
19,058
-23,408
1510
$538K ﹤0.01%
22,653
-25,245
1511
$538K ﹤0.01%
8,809
-548
1512
$537K ﹤0.01%
+18,782
1513
$533K ﹤0.01%
4,515
-300
1514
$531K ﹤0.01%
54,782
-1,622
1515
$531K ﹤0.01%
17,342
+4,507
1516
$530K ﹤0.01%
10,691
+2,345
1517
$529K ﹤0.01%
21,212
-3,782
1518
$529K ﹤0.01%
54,945
-25,000
1519
$528K ﹤0.01%
38,845
+2,209
1520
$528K ﹤0.01%
18,337
-2,528
1521
$527K ﹤0.01%
9,814
+113
1522
$527K ﹤0.01%
11,597
+988
1523
$526K ﹤0.01%
2,090
+407
1524
$525K ﹤0.01%
22,639
+1,743
1525
$525K ﹤0.01%
15,353
-11,533
59 60
61
62 63