Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.45%
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
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-3,320
2302
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-8,963
2303
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-131,695
2304
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-84,642
2305
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-44,044
2306
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-3,967
2307
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-10,000
2308
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-11,000
2309
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-9,639
2310
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-51,557
2311
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-520
2312
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-1,100
2313
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-107,868
2314
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-164,052
2315
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-244,117
2316
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-44,048
2317
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-104,367
2318
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-69,101
2319
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-4,965
2320
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-833
2321
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-578,200
2322
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-13,885
2323
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-9,272
2324
– –
-8,832
2325
– –
-42,702
91 92
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