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
1851
$286K ﹤0.01%
36,304
+2,149
1852
$285K ﹤0.01%
+25,922
1853
$285K ﹤0.01%
18,397
+2,011
1854
$284K ﹤0.01%
26,438
-205,440
1855
$282K ﹤0.01%
15,311
-1,168
1856
$282K ﹤0.01%
20,196
-3,153
1857
$281K ﹤0.01%
13,384
+141
1858
$281K ﹤0.01%
10,314
-1,640
1859
$281K ﹤0.01%
126,200
-2,258
1860
$279K ﹤0.01%
7,082
1861
$279K ﹤0.01%
209
+36
1862
$277K ﹤0.01%
9,456
-698
1863
$277K ﹤0.01%
+5,249
1864
$275K ﹤0.01%
609
+182
1865
$274K ﹤0.01%
14,336
+700
1866
$272K ﹤0.01%
4,129
-888
1867
$271K ﹤0.01%
+5,718
1868
$271K ﹤0.01%
9,639
+624
1869
$270K ﹤0.01%
5,622
-3,065
1870
$270K ﹤0.01%
5,357
-700
1871
$269K ﹤0.01%
+10,948
1872
$269K ﹤0.01%
4,707
-75
1873
$269K ﹤0.01%
7,133
-4,619
1874
$268K ﹤0.01%
11,652
+756
1875
$268K ﹤0.01%
22,933
-41,164
73 74
75
76 77