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
1926
$242K ﹤0.01%
8,395
-2,300
1927
$241K ﹤0.01%
16,384
-3,215
1928
$241K ﹤0.01%
12,988
-648
1929
$241K ﹤0.01%
55,040
+725
1930
$239K ﹤0.01%
5,240
-11
1931
$238K ﹤0.01%
+13,000
1932
$237K ﹤0.01%
11,223
-4,305
1933
$237K ﹤0.01%
29,499
-1,625
1934
$237K ﹤0.01%
4,086
-102
1935
$237K ﹤0.01%
+3,460
1936
$236K ﹤0.01%
+3,746
1937
$235K ﹤0.01%
47,773
-18,620
1938
$235K ﹤0.01%
10,318
1939
$234K ﹤0.01%
2,242
-8
1940
$234K ﹤0.01%
39,064
+22,226
1941
$234K ﹤0.01%
6,304
-816
1942
$234K ﹤0.01%
19,262
-1,760
1943
$233K ﹤0.01%
6,599
-184
1944
$233K ﹤0.01%
8,037
-2,256
1945
$232K ﹤0.01%
3,292
+253
1946
$232K ﹤0.01%
+4,855
1947
$232K ﹤0.01%
+4,727
1948
$232K ﹤0.01%
8,830
-23,022
1949
$231K ﹤0.01%
2,632
-18,065
1950
$231K ﹤0.01%
16,000
76 77
78
79 80