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
2151
$75K ﹤0.01%
8,622
-113
2152
$75K ﹤0.01%
+17,253
2153
$75K ﹤0.01%
1,671
-197
2154
$74K ﹤0.01%
20,865
-29,162
2155
$74K ﹤0.01%
36,619
-9,710
2156
$73K ﹤0.01%
13,000
+300
2157
$72K ﹤0.01%
14,825
+150
2158
$72K ﹤0.01%
18,782
-8,016
2159
$65K ﹤0.01%
17,610
+1,679
2160
$64K ﹤0.01%
13,746
2161
$63K ﹤0.01%
312
+4
2162
$62K ﹤0.01%
3,848
2163
$61K ﹤0.01%
5,703
+453
2164
$61K ﹤0.01%
22,739
-21,442
2165
$59K ﹤0.01%
3
+1
2166
$58K ﹤0.01%
56,881
+10,378
2167
$56K ﹤0.01%
7,846
+764
2168
$55K ﹤0.01%
+5,100
2169
$51K ﹤0.01%
15,896
2170
$48K ﹤0.01%
8,750
2171
$47K ﹤0.01%
2,356
2172
$46K ﹤0.01%
10,250
2173
$45K ﹤0.01%
16,122
-5,200
2174
$45K ﹤0.01%
11,600
2175
$44K ﹤0.01%
17,795
-950
85 86
87
88 89