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
1926
$241K ﹤0.01%
16,384
-3,215
1927
$241K ﹤0.01%
12,988
-648
1928
$241K ﹤0.01%
55,040
+725
1929
$239K ﹤0.01%
5,240
-11
1930
$238K ﹤0.01%
+13,000
1931
$237K ﹤0.01%
11,223
-4,305
1932
$237K ﹤0.01%
29,499
-1,625
1933
$237K ﹤0.01%
4,086
-102
1934
$237K ﹤0.01%
+3,460
1935
$236K ﹤0.01%
+3,746
1936
$235K ﹤0.01%
47,773
-18,620
1937
$235K ﹤0.01%
10,318
1938
$234K ﹤0.01%
2,242
-8
1939
$234K ﹤0.01%
39,064
+22,226
1940
$234K ﹤0.01%
6,304
-816
1941
$234K ﹤0.01%
19,262
-1,760
1942
$233K ﹤0.01%
6,599
-184
1943
$233K ﹤0.01%
8,037
-2,256
1944
$232K ﹤0.01%
3,292
+253
1945
$232K ﹤0.01%
+4,855
1946
$232K ﹤0.01%
+4,727
1947
$232K ﹤0.01%
8,830
-23,022
1948
$231K ﹤0.01%
2,632
-18,065
1949
$231K ﹤0.01%
16,000
1950
$231K ﹤0.01%
+2,975
76 77
78
79 80