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
1526
$524K ﹤0.01%
13,100
1527
$521K ﹤0.01%
51,257
-710
1528
$519K ﹤0.01%
8,318
-1,079
1529
$518K ﹤0.01%
+3,209
1530
$517K ﹤0.01%
10,691
-94
1531
$517K ﹤0.01%
15,226
+225
1532
$514K ﹤0.01%
42,380
1533
$514K ﹤0.01%
127,002
+24,305
1534
$513K ﹤0.01%
21,603
+5,166
1535
$512K ﹤0.01%
6,102
+24
1536
$511K ﹤0.01%
+13,006
1537
$510K ﹤0.01%
20,688
-25,528
1538
$510K ﹤0.01%
+7,415
1539
$509K ﹤0.01%
32,360
-903
1540
$509K ﹤0.01%
21,177
-586,359
1541
$509K ﹤0.01%
21,650
-2,984
1542
$509K ﹤0.01%
7,511
-143
1543
$508K ﹤0.01%
7,334
-379
1544
$508K ﹤0.01%
104,253
+60,000
1545
$507K ﹤0.01%
4,668
-10,145
1546
$506K ﹤0.01%
87,268
+16,918
1547
$505K ﹤0.01%
12,311
-2,076
1548
$504K ﹤0.01%
17,237
-87,136
1549
$503K ﹤0.01%
+15,847
1550
$502K ﹤0.01%
19,251
-48
60 61
62
63 64