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
1876
$268K ﹤0.01%
20,524
-2,478
1877
$267K ﹤0.01%
+8,405
1878
$267K ﹤0.01%
9,868
+1,663
1879
$267K ﹤0.01%
17,308
-642
1880
$266K ﹤0.01%
10,105
-16,054
1881
$266K ﹤0.01%
4,530
1882
$265K ﹤0.01%
2,674
-65
1883
$263K ﹤0.01%
5,600
-2,030
1884
$263K ﹤0.01%
10,941
-68,610
1885
$262K ﹤0.01%
17,339
-42,034
1886
$260K ﹤0.01%
13,841
-87
1887
$260K ﹤0.01%
2,854
-510
1888
$259K ﹤0.01%
102,722
-13,974
1889
$259K ﹤0.01%
18,525
-1,000
1890
$259K ﹤0.01%
+5,226
1891
$257K ﹤0.01%
10,693
-2,000
1892
$257K ﹤0.01%
1,960
+182
1893
$257K ﹤0.01%
4,952
+502
1894
$257K ﹤0.01%
11,661
+2,344
1895
$256K ﹤0.01%
+14,700
1896
$256K ﹤0.01%
8,347
-1,946
1897
$254K ﹤0.01%
18,686
-11,631
1898
$253K ﹤0.01%
52,844
-5,818
1899
$253K ﹤0.01%
+12,038
1900
$252K ﹤0.01%
+8,390
74 75
76
77 78