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
1151
$1.17M 0.01%
36,667
-1,109
1152
$1.17M 0.01%
40,018
+942
1153
$1.17M 0.01%
37,172
-2,687
1154
$1.17M 0.01%
55,539
-7,386
1155
$1.17M 0.01%
24,886
+3,044
1156
$1.16M 0.01%
40,761
+10,590
1157
$1.16M 0.01%
47,806
-5,435
1158
$1.16M 0.01%
53,162
-3,017
1159
$1.16M 0.01%
86,880
+186
1160
$1.16M 0.01%
27,468
-537
1161
$1.15M 0.01%
18,885
+15,885
1162
$1.15M 0.01%
19,316
+1,136
1163
$1.15M 0.01%
+12,541
1164
$1.15M 0.01%
17,629
+1,119
1165
$1.14M 0.01%
31,485
+2,267
1166
$1.13M 0.01%
32,925
+9,201
1167
$1.13M 0.01%
31,415
+3,450
1168
$1.12M 0.01%
24,520
+353
1169
$1.12M 0.01%
9,559
-2,511
1170
$1.12M 0.01%
28,018
-25,939
1171
$1.12M 0.01%
16,729
+4,520
1172
$1.12M 0.01%
16,644
+58
1173
$1.12M 0.01%
52,711
+140
1174
$1.12M 0.01%
52,273
-13,408
1175
$1.12M 0.01%
22,775
+2,807
45 46
47
48 49