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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
2426
– –
-118,272
2427
– –
-6,230
2428
– –
-6,417
2429
– –
-27,463
2430
– –
-3,700
2431
– –
-7,006
2432
– –
-11,205
2433
– –
-3,227
2434
– –
-177,552
2435
– –
-119,627
2436
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-10,240
2437
– –
-14,841
2438
– –
-8,172
2439
– –
-1,193
2440
– –
-107,648
2441
– –
-6,025
2442
– –
-15,515
2443
– –
-22,380
2444
– –
-104,367
2445
– –
-69,101
2446
– –
-4,965
2447
– –
-12,127
2448
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-3,379
2449
– –
-3,324
2450
– –
-8,474
95 96 97
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