Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$155M
2
+$61M
3
+$37.6M
4
KHC icon
Kraft Heinz
KHC
+$34.8M
5
F icon
Ford
F
+$33.3M

Top Sells

1
+$112M
2
+$94.2M
3
+$40.3M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$33.5M
5
BCE icon
BCE
BCE
+$31.3M

Sector Composition

1 Healthcare 13.59%
2 Financials 11.48%
3 Technology 11.39%
4 Industrials 9.59%
5 Consumer Staples 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$13.6M 0.08%
285,561
-35,059
277
$13.5M 0.08%
865,742
-24,303
278
$13.5M 0.08%
344,523
+22,165
279
$13.5M 0.08%
252,576
+3,476
280
$13.4M 0.08%
230,254
-2,316
281
$13.3M 0.07%
494,283
-329,702
282
$13.3M 0.07%
824,482
-368,502
283
$13.2M 0.07%
79,802
-7,580
284
$13.2M 0.07%
483,418
+224,490
285
$13.2M 0.07%
118,893
+102
286
$13.1M 0.07%
383,512
-70,911
287
$13.1M 0.07%
121,258
+34,626
288
$13M 0.07%
565,532
+8,448
289
$13M 0.07%
325,009
+26,832
290
$13M 0.07%
152,379
-33,876
291
$12.9M 0.07%
66
-1
292
$12.8M 0.07%
139,849
+120,817
293
$12.7M 0.07%
175,680
+113,832
294
$12.7M 0.07%
143,932
-4,762
295
$12.6M 0.07%
164,982
+49,666
296
$12.6M 0.07%
239,092
+68,014
297
$12.5M 0.07%
117,153
+2,403
298
$12.5M 0.07%
290,983
-11,942
299
$12.3M 0.07%
159,782
+16,774
300
$12.3M 0.07%
120,916
+19,209
10 11
12
13 14