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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
2401
– –
-217,988
2402
– –
-26,918
2403
– –
-3,106
2404
– –
-164,052
2405
– –
-244,117
2406
– –
-53,953
2407
– –
-50,843
2408
– –
-467,934
2409
– –
-81,949
2410
– –
-4,414
2411
– –
-8,167
2412
– –
-399
2413
– –
-4,661
2414
– –
-18,172
2415
– –
-33,336
2416
– –
-3,308
2417
– –
-12,781
2418
– –
-10,620
2419
– –
-2,257
2420
– –
-4,029
2421
– –
-19,246
2422
– –
-9,674
2423
– –
-23,387
2424
– –
-5,740
2425
– –
-40,563
95 96
97
98 99