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
2051
$174K ﹤0.01%
13,070
-100
2052
$172K ﹤0.01%
35,801
-1,370
2053
$172K ﹤0.01%
10,581
-12,069
2054
$172K ﹤0.01%
38,675
-2,259
2055
$171K ﹤0.01%
12,506
-499
2056
$170K ﹤0.01%
21,525
2057
$168K ﹤0.01%
15,550
+2,150
2058
$168K ﹤0.01%
11,000
2059
$167K ﹤0.01%
17,096
+656
2060
$167K ﹤0.01%
+24,883
2061
$167K ﹤0.01%
12,765
+2,320
2062
$167K ﹤0.01%
16,510
-10,384
2063
$166K ﹤0.01%
24,265
-242
2064
$165K ﹤0.01%
25,509
-9,533
2065
$165K ﹤0.01%
18,855
2066
$164K ﹤0.01%
+11,201
2067
$164K ﹤0.01%
35,300
-7,050
2068
$163K ﹤0.01%
18,754
+434
2069
$163K ﹤0.01%
10,923
-42,839
2070
$163K ﹤0.01%
+12,250
2071
$162K ﹤0.01%
3,843
+86
2072
$162K ﹤0.01%
16,330
+2,996
2073
$161K ﹤0.01%
12,700
-1,000
2074
$159K ﹤0.01%
994
+27
2075
$158K ﹤0.01%
13,804
81 82
83
84 85