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
2101
$129K ﹤0.01%
222,680
+102,800
2102
$127K ﹤0.01%
1,229
-901
2103
$126K ﹤0.01%
+34,112
2104
$126K ﹤0.01%
20,817
+532
2105
$126K ﹤0.01%
24,644
-31,124
2106
$126K ﹤0.01%
12,296
-199
2107
$125K ﹤0.01%
39
+8
2108
$125K ﹤0.01%
27,018
-959
2109
$122K ﹤0.01%
6,443
-1,808
2110
$121K ﹤0.01%
14,594
-2,500
2111
$120K ﹤0.01%
11,778
2112
$120K ﹤0.01%
11,693
-914
2113
$120K ﹤0.01%
10,116
-1,965
2114
$119K ﹤0.01%
12,775
-1,000
2115
$118K ﹤0.01%
24,620
-500
2116
$117K ﹤0.01%
+13,921
2117
$117K ﹤0.01%
10,358
-450
2118
$116K ﹤0.01%
+11,816
2119
$114K ﹤0.01%
13,322
-2,113
2120
$113K ﹤0.01%
18,675
+3,275
2121
$111K ﹤0.01%
+11,000
2122
$111K ﹤0.01%
35,040
+767
2123
$111K ﹤0.01%
32,260
+346
2124
$109K ﹤0.01%
12,371
+350
2125
$106K ﹤0.01%
+693
83 84
85
86 87