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
2151
$76K ﹤0.01%
+32,198
2152
$75K ﹤0.01%
8,622
-113
2153
$75K ﹤0.01%
+17,253
2154
$75K ﹤0.01%
1,671
-197
2155
$74K ﹤0.01%
20,865
-29,162
2156
$74K ﹤0.01%
36,619
-9,710
2157
$73K ﹤0.01%
13,000
+300
2158
$72K ﹤0.01%
14,825
+150
2159
$72K ﹤0.01%
18,782
-8,016
2160
$65K ﹤0.01%
17,610
+1,679
2161
$64K ﹤0.01%
13,746
2162
$63K ﹤0.01%
312
+4
2163
$62K ﹤0.01%
3,848
2164
$61K ﹤0.01%
5,703
+453
2165
$61K ﹤0.01%
22,739
-21,442
2166
$59K ﹤0.01%
3
+1
2167
$58K ﹤0.01%
45,042
+8,218
2168
$56K ﹤0.01%
7,846
+764
2169
$55K ﹤0.01%
+5,100
2170
$51K ﹤0.01%
15,896
2171
$48K ﹤0.01%
8,750
2172
$47K ﹤0.01%
2,356
2173
$46K ﹤0.01%
10,250
2174
$45K ﹤0.01%
11,600
2175
$45K ﹤0.01%
16,122
-5,200
85 86
87
88 89