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
2351
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2352
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-4,004
2353
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2354
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2355
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2356
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-12,760
2357
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-38,366
2358
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-80,902
2359
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-63,744
2360
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-7,778
2361
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-61,519
2362
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-7,600
2363
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-7,735
2364
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-128,400
2365
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-7,037
2366
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-11,500
2367
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-74,439
2368
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2369
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2370
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-4,434
2371
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-5,280
2372
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-16,037
2373
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-5,625
2374
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-14,882
2375
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-22,308
93 94
95
96 97