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
1801
$314K ﹤0.01%
12,820
-400
1802
$313K ﹤0.01%
7,050
+2,976
1803
$312K ﹤0.01%
16,969
+712
1804
$312K ﹤0.01%
28,205
-2,500
1805
$312K ﹤0.01%
2
+1
1806
$311K ﹤0.01%
8,762
-70
1807
$311K ﹤0.01%
11,962
-886
1808
$311K ﹤0.01%
+159
1809
$310K ﹤0.01%
6,155
+4,190
1810
$310K ﹤0.01%
11,289
-1,068
1811
$309K ﹤0.01%
31,292
-1,800
1812
$308K ﹤0.01%
15,095
-49,728
1813
$308K ﹤0.01%
25,314
-1,100
1814
$308K ﹤0.01%
15,350
+5,734
1815
$307K ﹤0.01%
14,027
-8,061
1816
$307K ﹤0.01%
+27,196
1817
$307K ﹤0.01%
+188,774
1818
$306K ﹤0.01%
+15,073
1819
$306K ﹤0.01%
15,487
+298
1820
$306K ﹤0.01%
5,667
+398
1821
$305K ﹤0.01%
+15,696
1822
$303K ﹤0.01%
30,716
+10,090
1823
$303K ﹤0.01%
10,920
-3,870
1824
$302K ﹤0.01%
7,544
-275
1825
$302K ﹤0.01%
3,007
-696
71 72
73
74 75