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
1601
$464K ﹤0.01%
21,756
-2,075
1602
$464K ﹤0.01%
15,956
+1,912
1603
$464K ﹤0.01%
15,265
-13,989
1604
$464K ﹤0.01%
35,689
+4,155
1605
$463K ﹤0.01%
14,859
+981
1606
$462K ﹤0.01%
14,860
-7,874
1607
$462K ﹤0.01%
9,292
-200
1608
$462K ﹤0.01%
18,045
-753
1609
$460K ﹤0.01%
+25,221
1610
$459K ﹤0.01%
31,900
+1,800
1611
$458K ﹤0.01%
29,571
-3,525
1612
$457K ﹤0.01%
8,391
-2,267
1613
$457K ﹤0.01%
7,466
-5,397
1614
$456K ﹤0.01%
10,310
-77,915
1615
$456K ﹤0.01%
17,654
-100
1616
$455K ﹤0.01%
49,041
-6,090
1617
$455K ﹤0.01%
4,637
+411
1618
$455K ﹤0.01%
4,020
-1,180
1619
$454K ﹤0.01%
11,149
-14,121
1620
$454K ﹤0.01%
4,777
+2,035
1621
$452K ﹤0.01%
10,024
-28,643
1622
$451K ﹤0.01%
4,904
+876
1623
$450K ﹤0.01%
16,632
+490
1624
$449K ﹤0.01%
18,000
-415
1625
$446K ﹤0.01%
21,915
-9,773
63 64
65
66 67