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
2126
$104K ﹤0.01%
2,071
-1,320
2127
$104K ﹤0.01%
6,372
2128
$101K ﹤0.01%
15,731
-22,530
2129
$99K ﹤0.01%
10,000
2130
$99K ﹤0.01%
9,891
+1,466
2131
$97K ﹤0.01%
15,412
-6,472
2132
$96K ﹤0.01%
+14,000
2133
$96K ﹤0.01%
2,408
-120
2134
$94K ﹤0.01%
+12,200
2135
$90K ﹤0.01%
+11,714
2136
$90K ﹤0.01%
1,029
-44
2137
$89K ﹤0.01%
10,663
2138
$89K ﹤0.01%
11,800
-6,500
2139
$87K ﹤0.01%
19,290
-697
2140
$87K ﹤0.01%
12,846
-1,850
2141
$85K ﹤0.01%
14,050
-5,211
2142
$84K ﹤0.01%
10,860
-400
2143
$83K ﹤0.01%
+1,111
2144
$82K ﹤0.01%
47,320
-4,016
2145
$81K ﹤0.01%
886
-115
2146
$80K ﹤0.01%
86,778
-2,500
2147
$78K ﹤0.01%
13,181
-284
2148
$77K ﹤0.01%
6,266
+220
2149
$77K ﹤0.01%
2,615
+646
2150
$76K ﹤0.01%
+32,198
84 85
86
87 88