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
2051
$176K ﹤0.01%
15,006
+4,345
2052
$174K ﹤0.01%
13,070
-100
2053
$172K ﹤0.01%
35,801
-1,370
2054
$172K ﹤0.01%
10,581
-12,069
2055
$172K ﹤0.01%
38,675
-2,259
2056
$171K ﹤0.01%
12,506
-499
2057
$170K ﹤0.01%
21,525
2058
$168K ﹤0.01%
11,000
2059
$168K ﹤0.01%
15,550
+2,150
2060
$167K ﹤0.01%
17,096
+656
2061
$167K ﹤0.01%
+24,883
2062
$167K ﹤0.01%
12,765
+2,320
2063
$167K ﹤0.01%
16,510
-10,384
2064
$166K ﹤0.01%
24,265
-242
2065
$165K ﹤0.01%
25,509
-9,533
2066
$165K ﹤0.01%
18,855
2067
$164K ﹤0.01%
+11,201
2068
$164K ﹤0.01%
35,300
-7,050
2069
$163K ﹤0.01%
18,754
+434
2070
$163K ﹤0.01%
10,923
-42,839
2071
$163K ﹤0.01%
+12,250
2072
$162K ﹤0.01%
3,843
+86
2073
$162K ﹤0.01%
16,330
+2,996
2074
$161K ﹤0.01%
12,700
-1,000
2075
$159K ﹤0.01%
994
+27
81 82
83
84 85