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
1701
$387K ﹤0.01%
15,685
-2,301
1702
$386K ﹤0.01%
+18,871
1703
$384K ﹤0.01%
30,135
+256
1704
$382K ﹤0.01%
20,000
1705
$382K ﹤0.01%
35,611
-3,629
1706
$382K ﹤0.01%
12,918
-1,729
1707
$382K ﹤0.01%
5,727
+1,745
1708
$381K ﹤0.01%
20,155
+825
1709
$379K ﹤0.01%
+17,236
1710
$378K ﹤0.01%
273,976
-68,083
1711
$377K ﹤0.01%
13,469
-10,008
1712
$377K ﹤0.01%
19,696
+3,276
1713
$377K ﹤0.01%
30,102
+2,232
1714
$377K ﹤0.01%
10,489
-564
1715
$377K ﹤0.01%
13,834
+613
1716
$377K ﹤0.01%
9,258
+641
1717
$376K ﹤0.01%
20,893
-3,057
1718
$375K ﹤0.01%
63,414
-3,559
1719
$374K ﹤0.01%
15,038
+873
1720
$373K ﹤0.01%
+25,367
1721
$371K ﹤0.01%
16,668
-10,981
1722
$371K ﹤0.01%
26,735
-107
1723
$371K ﹤0.01%
12,826
-536
1724
$371K ﹤0.01%
25,303
-233,975
1725
$370K ﹤0.01%
14,426
+5,208
67 68
69
70 71