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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
2351
– –
-14,400
2352
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-14,269
2353
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-48,570
2354
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-11,862
2355
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-8,226
2356
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-5,165
2357
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-80,902
2358
– –
-63,744
2359
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-7,778
2360
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-61,519
2361
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-7,600
2362
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-7,735
2363
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-128,400
2364
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-189,845
2365
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-403
2366
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-133,920
2367
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-23,818
2368
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-5,144
2369
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-28,099
2370
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-9,749
2371
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-6,900
2372
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-76,451
2373
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-540
2374
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-19,676
2375
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-6,686
93 94
95
96 97