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
951
$1.83M 0.01%
88,260
-19,999
952
$1.82M 0.01%
140,292
-227
953
$1.82M 0.01%
73,057
+316
954
$1.82M 0.01%
136,562
955
$1.82M 0.01%
41,474
+4,371
956
$1.81M 0.01%
39,949
+13,899
957
$1.81M 0.01%
28,458
+214
958
$1.8M 0.01%
69,097
+2,447
959
$1.8M 0.01%
21,998
+3,104
960
$1.79M 0.01%
26,814
-4,496
961
$1.79M 0.01%
367,905
-66,805
962
$1.78M 0.01%
6,074
-28
963
$1.77M 0.01%
132,214
+2,019
964
$1.77M 0.01%
120,455
+27,750
965
$1.76M 0.01%
24,794
+5,314
966
$1.76M 0.01%
+39,969
967
$1.76M 0.01%
29,560
+2,237
968
$1.76M 0.01%
101,509
+26,393
969
$1.76M 0.01%
+83,361
970
$1.76M 0.01%
61,691
+8,454
971
$1.76M 0.01%
427,152
+16,432
972
$1.76M 0.01%
136,006
+13,971
973
$1.75M 0.01%
31,685
-2,578
974
$1.75M 0.01%
36,952
-14,443
975
$1.75M 0.01%
45,484
+391
37 38
39
40 41