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
2426
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2427
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-3,227
2428
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-177,552
2429
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-119,627
2430
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2431
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2432
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-8,172
2433
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2434
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-107,648
2435
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-6,025
2436
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-1,048
2437
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-20,433
2438
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-55,318
2439
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-15,515
2440
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-22,380
2441
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-12,127
2442
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2443
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2444
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-8,474
2445
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-16,714
2446
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-10,670
2447
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-743
2448
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-69,941
2449
– –
-27,096
2450
– –
-2,446
95 96 97
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