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
1576
$483K ﹤0.01%
13,408
+867
1577
$483K ﹤0.01%
14,514
-71,710
1578
$482K ﹤0.01%
130,220
-6,767
1579
$481K ﹤0.01%
13,543
-19,751
1580
$481K ﹤0.01%
14,858
+1,642
1581
$481K ﹤0.01%
34,400
+12,046
1582
$480K ﹤0.01%
40,120
-30
1583
$479K ﹤0.01%
11,777
+999
1584
$478K ﹤0.01%
15,382
+82
1585
$477K ﹤0.01%
8,573
-36,340
1586
$476K ﹤0.01%
8,546
-789
1587
$475K ﹤0.01%
6,151
+28
1588
$474K ﹤0.01%
115,828
+28,580
1589
$472K ﹤0.01%
23,663
-147
1590
$469K ﹤0.01%
12,402
-8,338
1591
$469K ﹤0.01%
14,598
-100
1592
$468K ﹤0.01%
27,256
+2,572
1593
$468K ﹤0.01%
2,575
-487
1594
$468K ﹤0.01%
32,893
-8,486
1595
$467K ﹤0.01%
9,052
+2,002
1596
$466K ﹤0.01%
13,734
-1,232
1597
$465K ﹤0.01%
46,981
+2,898
1598
$465K ﹤0.01%
18,765
-3,928
1599
$465K ﹤0.01%
18,765
-44
1600
$464K ﹤0.01%
11,792
-8,312
62 63
64
65 66