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
1976
$220K ﹤0.01%
+6,387
1977
$220K ﹤0.01%
16,338
-2,155
1978
$220K ﹤0.01%
11,508
-632
1979
$219K ﹤0.01%
41,265
-2,440
1980
$219K ﹤0.01%
+8,086
1981
$218K ﹤0.01%
128,365
+1,549
1982
$217K ﹤0.01%
7,815
-1,089
1983
$217K ﹤0.01%
+12,813
1984
$216K ﹤0.01%
+27,519
1985
$215K ﹤0.01%
11,970
-10,177
1986
$214K ﹤0.01%
20,768
+948
1987
$214K ﹤0.01%
8,604
-2,884
1988
$214K ﹤0.01%
16,237
+539
1989
$213K ﹤0.01%
6,532
-556
1990
$213K ﹤0.01%
9,250
+1,205
1991
$212K ﹤0.01%
13,780
1992
$212K ﹤0.01%
8,417
+45
1993
$211K ﹤0.01%
11,944
+470
1994
$211K ﹤0.01%
37,764
-11,213
1995
$211K ﹤0.01%
1,743
-85
1996
$211K ﹤0.01%
9,143
-2,810
1997
$211K ﹤0.01%
7,542
-411
1998
$210K ﹤0.01%
19,606
+350
1999
$210K ﹤0.01%
2,464
-493
2000
$210K ﹤0.01%
132
+1
78 79
80
81 82