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 11.39%
4 Industrials 9.59%
5 Consumer Staples 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$500K ﹤0.01%
6,600
+2,474
1552
$499K ﹤0.01%
7,650
1553
$499K ﹤0.01%
20,819
+13,782
1554
$499K ﹤0.01%
4,675
-217
1555
$498K ﹤0.01%
5,884
+373
1556
$497K ﹤0.01%
118,593
-12,047
1557
$497K ﹤0.01%
12,557
-998
1558
$497K ﹤0.01%
22,813
+6,321
1559
$496K ﹤0.01%
48,975
-3,000
1560
$496K ﹤0.01%
8,070
-624
1561
$496K ﹤0.01%
18,830
+1,139
1562
$495K ﹤0.01%
43,672
-3,278
1563
$493K ﹤0.01%
8,932
-218
1564
$492K ﹤0.01%
7,319
-1,077
1565
$491K ﹤0.01%
+9,000
1566
$491K ﹤0.01%
10,875
+5,179
1567
$490K ﹤0.01%
31,349
-4,181
1568
$490K ﹤0.01%
12,338
-18,783
1569
$488K ﹤0.01%
33,435
-332
1570
$487K ﹤0.01%
21,765
+2,125
1571
$487K ﹤0.01%
10,075
-350
1572
$487K ﹤0.01%
8,450
+3,527
1573
$487K ﹤0.01%
11,089
+337
1574
$486K ﹤0.01%
7,019
+2,153
1575
$484K ﹤0.01%
198,346
-28,692
61 62
63
64 65