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
2251
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2252
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-6,075
2253
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2254
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-6,680
2255
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2256
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-9,187
2257
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-98,052
2258
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-15,060
2259
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-24,427
2260
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-92,290
2261
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-42,702
2262
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-58,337
2263
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-13,451
2264
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-47,919
2265
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-221,914
2266
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-12,903
2267
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-130,878
2268
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-9,828
2269
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-124,172
2270
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-66,503
2271
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-53,133
2272
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-24,384
2273
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-1,020,863
2274
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-2,798
2275
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-44,024
89 90
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