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
1951
$230K ﹤0.01%
11,563
+1,873
1952
$230K ﹤0.01%
+7,800
1953
$230K ﹤0.01%
6,352
+252
1954
$230K ﹤0.01%
13,961
1955
$229K ﹤0.01%
4,098
+81
1956
$229K ﹤0.01%
1,708
-446
1957
$229K ﹤0.01%
10,620
1958
$228K ﹤0.01%
13,074
+1,611
1959
$227K ﹤0.01%
+6,159
1960
$226K ﹤0.01%
72,000
-5,600
1961
$225K ﹤0.01%
23,331
-6,989
1962
$224K ﹤0.01%
13,923
+29
1963
$224K ﹤0.01%
+17,664
1964
$224K ﹤0.01%
15,781
1965
$224K ﹤0.01%
7,520
-340
1966
$222K ﹤0.01%
7,916
-10,533
1967
$222K ﹤0.01%
12,000
-945
1968
$221K ﹤0.01%
+7,740
1969
$221K ﹤0.01%
16,494
+202
1970
$221K ﹤0.01%
3,696
-3,948
1971
$220K ﹤0.01%
35,952
-2,146
1972
$220K ﹤0.01%
11,241
-999
1973
$220K ﹤0.01%
15,245
-12,138
1974
$220K ﹤0.01%
10,470
+2,700
1975
$220K ﹤0.01%
4,110
-702
77 78
79
80 81