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
1901
$252K ﹤0.01%
+8,390
1902
$252K ﹤0.01%
20,079
-13,468
1903
$251K ﹤0.01%
4,728
-535
1904
$251K ﹤0.01%
18,950
-19,002
1905
$251K ﹤0.01%
+3,666
1906
$251K ﹤0.01%
117,278
-16,434
1907
$250K ﹤0.01%
8,943
-915
1908
$250K ﹤0.01%
+7,441
1909
$249K ﹤0.01%
345
-43
1910
$249K ﹤0.01%
25,236
1911
$248K ﹤0.01%
4,716
-52,885
1912
$247K ﹤0.01%
6,866
-792
1913
$247K ﹤0.01%
39,960
+1,360
1914
$246K ﹤0.01%
8,361
-3,071
1915
$246K ﹤0.01%
9,500
-200
1916
$246K ﹤0.01%
6,911
-267
1917
$245K ﹤0.01%
7,324
-2,245
1918
$245K ﹤0.01%
+3,794
1919
$243K ﹤0.01%
10,669
-2,776
1920
$243K ﹤0.01%
14,932
1921
$243K ﹤0.01%
1,750
-2,420
1922
$243K ﹤0.01%
24,928
+3,224
1923
$242K ﹤0.01%
2,449
1924
$242K ﹤0.01%
8,408
-425
1925
$242K ﹤0.01%
14,671
-76,833
75 76
77
78 79