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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
2226
– –
-9,828
2227
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-124,172
2228
– –
-53,133
2229
– –
-24,384
2230
– –
-1,020,863
2231
– –
-44,024
2232
– –
-400
2233
– –
-10,206
2234
– –
-19,590
2235
– –
-10,800
2236
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-14,799
2237
– –
-10,348
2238
– –
-19,766
2239
– –
-5,464
2240
– –
-5,557
2241
– –
-5,618
2242
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-28,067
2243
– –
-2,210
2244
– –
-8,019
2245
– –
-84,172
2246
– –
-16,391
2247
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-43,330
2248
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-21,288
2249
– –
-9,460
2250
– –
-60,038
88 89
90
91 92