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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
2301
– –
-3,632
2302
– –
-3,762
2303
– –
-12,760
2304
– –
-3,967
2305
– –
-7,037
2306
– –
-11,500
2307
– –
-74,439
2308
– –
-30,371
2309
– –
-10,701
2310
– –
-4,434
2311
– –
-5,280
2312
– –
-16,037
2313
– –
-10,000
2314
– –
-5,808
2315
– –
-13,959
2316
– –
-25,673
2317
– –
-1,383,012
2318
– –
-15,439
2319
– –
-15,748
2320
– –
-19,204
2321
– –
-44,048
2322
– –
-1,048
2323
– –
-20,433
2324
– –
-55,318
2325
– –
-11,199
91 92
93
94 95