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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
2251
– –
-31,733
2252
– –
-89,732
2253
– –
-17,500
2254
– –
-49,290
2255
– –
-393,428
2256
– –
-60,967
2257
– –
-5,988
2258
– –
-26,889
2259
– –
-95,125
2260
– –
-7,293
2261
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-18,187
2262
– –
-95,052
2263
– –
-10,000
2264
– –
-5,391
2265
– –
-103,157
2266
– –
-3,055
2267
– –
-134,179
2268
– –
-13,148
2269
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-65,053
2270
– –
-12,000
2271
– –
-69,944
2272
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-12,782
2273
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-47,919
2274
– –
-66,503
2275
– –
-10,250
89 90
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92 93