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
1751
$351K ﹤0.01%
23,466
+807
1752
$351K ﹤0.01%
9,210
-20,790
1753
$350K ﹤0.01%
27,062
-276
1754
$347K ﹤0.01%
7,437
-1,103
1755
$347K ﹤0.01%
5,104
-971
1756
$347K ﹤0.01%
6,766
+763
1757
$346K ﹤0.01%
16,841
+6,650
1758
$346K ﹤0.01%
8,911
+1,077
1759
$345K ﹤0.01%
12,039
+4,026
1760
$345K ﹤0.01%
7,043
-287
1761
$344K ﹤0.01%
16,296
-1,000
1762
$343K ﹤0.01%
88,465
-1,220
1763
$343K ﹤0.01%
7,693
-2,237
1764
$343K ﹤0.01%
9,635
+514
1765
$342K ﹤0.01%
7,074
-4,571
1766
$341K ﹤0.01%
7,032
-666
1767
$341K ﹤0.01%
24,765
-871
1768
$340K ﹤0.01%
5,105
+835
1769
$340K ﹤0.01%
9,296
+602
1770
$340K ﹤0.01%
1,757
-807
1771
$340K ﹤0.01%
+10,330
1772
$340K ﹤0.01%
+7,717
1773
$336K ﹤0.01%
23,850
-1,813
1774
$335K ﹤0.01%
+19,865
1775
$335K ﹤0.01%
8,266
-56,136
69 70
71
72 73