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
2176
$42K ﹤0.01%
15,969
-4,368
2177
$42K ﹤0.01%
+13,191
2178
$42K ﹤0.01%
1,645
-1,306
2179
$39K ﹤0.01%
14,825
-2,975
2180
$34K ﹤0.01%
10,000
2181
$34K ﹤0.01%
3,323
2182
$34K ﹤0.01%
+10,170
2183
$29K ﹤0.01%
+17,000
2184
$28K ﹤0.01%
26
+12
2185
$27K ﹤0.01%
+10,400
2186
$26K ﹤0.01%
1,142
-590
2187
$24K ﹤0.01%
2
-6
2188
$24K ﹤0.01%
55,164
-7,492
2189
$23K ﹤0.01%
27,100
-3,755
2190
$22K ﹤0.01%
+10,600
2191
$22K ﹤0.01%
+10,400
2192
$21K ﹤0.01%
477
+56
2193
$17K ﹤0.01%
+984
2194
$16K ﹤0.01%
10,000
2195
$11K ﹤0.01%
24,500
2196
$7K ﹤0.01%
+11,000
2197
$6K ﹤0.01%
1,357
+107
2198
$6K ﹤0.01%
13,500
2199
$6K ﹤0.01%
1,160
2200
$5K ﹤0.01%
18,310
-33,908
86 87
88
89 90