Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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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-87,655
2428
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2429
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-164,052
2430
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2431
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-53,953
2432
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-50,843
2433
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-467,934
2434
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-81,949
2435
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-4,414
2436
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-8,167
2437
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-399
2438
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-4,661
2439
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-18,172
2440
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2441
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-3,308
2442
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-25,673
2443
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-1,383,012
2444
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-15,439
2445
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-15,748
2446
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-19,204
2447
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-44,048
2448
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-12,781
2449
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-10,620
2450
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-2,257
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