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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
$23.6B
AUM Growth
+$1.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,641
New
Increased
Reduced
Closed

Top Buys

1
+$45.4M
2
+$32M
3
+$31.2M
4
HDS
HD Supply Holdings, Inc.
HDS
+$27.1M
5
PEP icon
PepsiCo
PEP
+$26.9M

Top Sells

1
+$47.2M
2
+$46.1M
3
+$36.3M
4
DAL icon
Delta Air Lines
DAL
+$31M
5
WFC icon
Wells Fargo
WFC
+$23.6M

Sector Composition

1 Financials 11.54%
2 Healthcare 11.47%
3 Technology 10.92%
4 Industrials 8.96%
5 Consumer Staples 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
– –
-40,104
2527
– –
-295,811
2528
– –
-4,104
2529
– –
-328
2530
– –
-4,725
2531
– –
-3
2532
– –
-12,416
2533
– –
-8,160
2534
– –
-4,800
2535
– –
-26,730
2536
– –
-7,829
2537
– –
-15,056
2538
– –
-3,023
2539
– –
-16,638
2540
– –
-187,346
2541
– –
-16,024
2542
– –
-2,791
2543
– –
-76,197
2544
– –
-13,311
2545
– –
-45,673
2546
– –
-17,900
2547
– –
-14,977
2548
– –
-995
2549
– –
-36
2550
– –
-8,800
100 101
102
103 104