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
1826
$302K ﹤0.01%
+15,628
1827
$302K ﹤0.01%
20,930
-1,500
1828
$302K ﹤0.01%
+6,809
1829
$300K ﹤0.01%
14,882
+4,329
1830
$299K ﹤0.01%
+16,470
1831
$298K ﹤0.01%
14,185
-3,776
1832
$297K ﹤0.01%
21,084
+894
1833
$295K ﹤0.01%
17,658
-3,000
1834
$294K ﹤0.01%
9,184
-1,900
1835
$294K ﹤0.01%
6,315
+195
1836
$294K ﹤0.01%
7,000
1837
$291K ﹤0.01%
6,617
-327
1838
$291K ﹤0.01%
+6,821
1839
$291K ﹤0.01%
+5,453
1840
$291K ﹤0.01%
20,594
-3,648
1841
$290K ﹤0.01%
+10,125
1842
$290K ﹤0.01%
9,996
+2,751
1843
$290K ﹤0.01%
13,035
+1,200
1844
$289K ﹤0.01%
+26,825
1845
$287K ﹤0.01%
13,924
+2,758
1846
$287K ﹤0.01%
7,025
-2,771
1847
$287K ﹤0.01%
44,231
+5,382
1848
$287K ﹤0.01%
3,306
+1,438
1849
$286K ﹤0.01%
7,686
+1,592
1850
$286K ﹤0.01%
24,555
-100
72 73
74
75 76