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
2176
$44K ﹤0.01%
17,795
-950
2177
$42K ﹤0.01%
15,969
-4,368
2178
$42K ﹤0.01%
+13,191
2179
$42K ﹤0.01%
1,645
-1,306
2180
$39K ﹤0.01%
14,825
-2,975
2181
$34K ﹤0.01%
10,000
2182
$34K ﹤0.01%
3,323
2183
$34K ﹤0.01%
+10,170
2184
$29K ﹤0.01%
+17,000
2185
$28K ﹤0.01%
26
+12
2186
$27K ﹤0.01%
+10,400
2187
$26K ﹤0.01%
1,142
-590
2188
$24K ﹤0.01%
2
-6
2189
$24K ﹤0.01%
55,164
-7,492
2190
$23K ﹤0.01%
27,100
-3,755
2191
$22K ﹤0.01%
+10,600
2192
$22K ﹤0.01%
+10,400
2193
$21K ﹤0.01%
477
+56
2194
$17K ﹤0.01%
+984
2195
$16K ﹤0.01%
10,000
2196
$11K ﹤0.01%
24,500
2197
$7K ﹤0.01%
+11,000
2198
$6K ﹤0.01%
1,357
+107
2199
$6K ﹤0.01%
13,500
2200
$6K ﹤0.01%
1,160
86 87
88
89 90