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
326
$10.6M 0.06%
264,687
-14,044
327
$10.6M 0.06%
76,928
+1,678
328
$10.6M 0.06%
190,980
+57,272
329
$10.6M 0.06%
105,388
+12,346
330
$10.6M 0.06%
231,265
+6,163
331
$10.4M 0.06%
780,950
-10,640
332
$10.3M 0.06%
108,594
+7,496
333
$10.3M 0.06%
258,300
-18,635
334
$10.3M 0.06%
159,047
+13,757
335
$10.2M 0.06%
492,389
+2,943
336
$10.2M 0.06%
235,678
-11,512
337
$10.2M 0.06%
347,168
-1,924
338
$10.1M 0.06%
209,171
+102,003
339
$10M 0.06%
293,924
+12,842
340
$9.93M 0.06%
247,220
-34,137
341
$9.93M 0.06%
92,908
-48,446
342
$9.88M 0.06%
341,165
+126,316
343
$9.87M 0.06%
137,197
+38,557
344
$9.85M 0.06%
261,675
+1,357
345
$9.84M 0.06%
317,525
-17,859
346
$9.77M 0.05%
280,893
-16,667
347
$9.69M 0.05%
261,349
+17,140
348
$9.67M 0.05%
90,409
+1,694
349
$9.65M 0.05%
137,143
+3,882
350
$9.61M 0.05%
104,870
+7,171
12 13
14
15 16