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
1901
$252K ﹤0.01%
20,079
-13,468
1902
$251K ﹤0.01%
4,728
-535
1903
$251K ﹤0.01%
18,950
-19,002
1904
$251K ﹤0.01%
+3,666
1905
$251K ﹤0.01%
117,278
-16,434
1906
$250K ﹤0.01%
8,943
-915
1907
$250K ﹤0.01%
+7,441
1908
$249K ﹤0.01%
345
-43
1909
$249K ﹤0.01%
25,236
1910
$248K ﹤0.01%
4,716
-52,885
1911
$247K ﹤0.01%
6,866
-792
1912
$247K ﹤0.01%
39,960
+1,360
1913
$246K ﹤0.01%
8,361
-3,071
1914
$246K ﹤0.01%
9,500
-200
1915
$246K ﹤0.01%
6,911
-267
1916
$245K ﹤0.01%
7,324
-2,245
1917
$245K ﹤0.01%
+3,794
1918
$243K ﹤0.01%
10,669
-2,776
1919
$243K ﹤0.01%
14,932
1920
$243K ﹤0.01%
1,750
-2,420
1921
$243K ﹤0.01%
24,928
+3,224
1922
$242K ﹤0.01%
8,408
-425
1923
$242K ﹤0.01%
14,671
-76,833
1924
$242K ﹤0.01%
8,395
-2,300
1925
$242K ﹤0.01%
2,449
75 76
77
78 79