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Stifel Financial

Stifel Financial Portfolio holdings

AUM $109B
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
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
2201
$3K ﹤0.01%
174
2202
$3K ﹤0.01%
50
2203
$2K ﹤0.01%
12,000
2204
– –
-12,971
2205
– –
-40,839
2206
– –
-1,275
2207
– –
-22,892
2208
– –
-9,593
2209
– –
-65,193
2210
– –
-35,577
2211
– –
-13,885
2212
– –
-9,272
2213
– –
-8,832
2214
– –
-11,254
2215
– –
-6,124
2216
– –
-64,981
2217
– –
-15,060
2218
– –
-24,427
2219
– –
-92,290
2220
– –
-42,702
2221
– –
-58,337
2222
– –
-13,451
2223
– –
-221,914
2224
– –
-12,903
2225
– –
-130,878
87 88
89
90 91