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
626
$3.76M 0.02%
61,187
+10,098
627
$3.76M 0.02%
100,192
-1,400
628
$3.75M 0.02%
112,375
+30,989
629
$3.75M 0.02%
78,319
+29,352
630
$3.75M 0.02%
79,691
+10,993
631
$3.75M 0.02%
219,214
-128,824
632
$3.74M 0.02%
49,126
+8,212
633
$3.72M 0.02%
77,304
+1,045
634
$3.71M 0.02%
48,458
+17,010
635
$3.7M 0.02%
211,059
+50,699
636
$3.68M 0.02%
113,709
+40,759
637
$3.67M 0.02%
83,035
-730
638
$3.66M 0.02%
75,637
+12,105
639
$3.66M 0.02%
70,449
+582
640
$3.66M 0.02%
157,707
-149,610
641
$3.66M 0.02%
60,630
+21,955
642
$3.64M 0.02%
24,001
-12,229
643
$3.64M 0.02%
107,770
+15,127
644
$3.64M 0.02%
83,136
-28,008
645
$3.63M 0.02%
22,736
-2,529
646
$3.63M 0.02%
136,180
-141,670
647
$3.61M 0.02%
61,277
-10,027
648
$3.6M 0.02%
73,200
+61,868
649
$3.6M 0.02%
272,776
+82,986
650
$3.59M 0.02%
75,663
-9,338
24 25
26
27 28