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
1726
$370K ﹤0.01%
63,800
+700
1727
$370K ﹤0.01%
+20,013
1728
$370K ﹤0.01%
19,190
+4,660
1729
$370K ﹤0.01%
16,321
-44
1730
$370K ﹤0.01%
10,050
-7,889
1731
$369K ﹤0.01%
8,094
+406
1732
$369K ﹤0.01%
23,292
-460
1733
$367K ﹤0.01%
7,744
+940
1734
$367K ﹤0.01%
11,000
1735
$366K ﹤0.01%
15,025
+3,600
1736
$364K ﹤0.01%
+4,649
1737
$364K ﹤0.01%
15,445
+443
1738
$362K ﹤0.01%
10,562
-3,102
1739
$361K ﹤0.01%
3,441
-15,595
1740
$360K ﹤0.01%
19,042
-4,407
1741
$360K ﹤0.01%
6,148
-682
1742
$360K ﹤0.01%
11,802
-28,790
1743
$359K ﹤0.01%
3,345
+197
1744
$358K ﹤0.01%
31,988
-13,880
1745
$358K ﹤0.01%
4,470
+1,162
1746
$357K ﹤0.01%
15,742
+3,003
1747
$357K ﹤0.01%
13,200
1748
$355K ﹤0.01%
14,454
+2,395
1749
$353K ﹤0.01%
6,590
+1,660
1750
$351K ﹤0.01%
24,751
+464
68 69
70
71 72