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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
2551
– –
-12,003
2552
– –
-13,045
2553
– –
-11,346
2554
– –
-13,138
2555
– –
-6,897
2556
– –
-7,475
2557
– –
-29,570
2558
– –
-14,816
2559
– –
-31,786
2560
– –
-17,643
2561
– –
-3,704
2562
– –
-21,706
2563
– –
-10,395
2564
– –
-5,550
2565
– –
-21,793
2566
– –
-17,833
2567
– –
-10,000
2568
– –
-62,291
2569
– –
-149,863
2570
– –
-23,505
2571
– –
-14,466
2572
– –
-7,900
2573
– –
-15,239
2574
– –
-11,820
2575
– –
-7,122
100 101 102
103
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