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
1626
$446K ﹤0.01%
34,090
+3,214
1627
$444K ﹤0.01%
5,761
-1,046
1628
$443K ﹤0.01%
12,260
-479
1629
$441K ﹤0.01%
22,626
+4,866
1630
$440K ﹤0.01%
+7,960
1631
$439K ﹤0.01%
17,763
+918
1632
$439K ﹤0.01%
15,287
+2,544
1633
$439K ﹤0.01%
3,187
+46
1634
$439K ﹤0.01%
26,625
-578
1635
$436K ﹤0.01%
45,634
-3,570
1636
$435K ﹤0.01%
19,326
-417
1637
$435K ﹤0.01%
43,055
+29,612
1638
$434K ﹤0.01%
4,858
-225
1639
$434K ﹤0.01%
87,819
+22,643
1640
$432K ﹤0.01%
5,550
-2,667
1641
$431K ﹤0.01%
44,291
-80
1642
$430K ﹤0.01%
13,400
1643
$429K ﹤0.01%
67,591
-3,534
1644
$428K ﹤0.01%
18,532
-268
1645
$427K ﹤0.01%
4,900
+1,054
1646
$427K ﹤0.01%
13,256
-9,143
1647
$426K ﹤0.01%
11,369
+989
1648
$424K ﹤0.01%
+36,881
1649
$423K ﹤0.01%
16,779
-82
1650
$421K ﹤0.01%
28,018
-5,367
64 65
66
67 68