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
$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
501
$7.85M 0.03%
104,389
-5,463
502
$7.81M 0.03%
151,836
-24,931
503
$7.8M 0.03%
145,204
+42,665
504
$7.76M 0.03%
120,832
-9,034
505
$7.75M 0.03%
251,529
+40,570
506
$7.75M 0.03%
87,283
+2,498
507
$7.75M 0.03%
138,585
+46,840
508
$7.75M 0.03%
93,374
+12,387
509
$7.66M 0.03%
198,527
+32,008
510
$7.64M 0.03%
93,234
+22,514
511
$7.63M 0.03%
143,474
+22,103
512
$7.59M 0.03%
509,260
+76,829
513
$7.54M 0.03%
62,883
+1,462
514
$7.47M 0.03%
83,409
+12,106
515
$7.47M 0.03%
354,733
-33,288
516
$7.45M 0.03%
301,854
+31,692
517
$7.4M 0.03%
336,752
-6,803
518
$7.4M 0.03%
142,351
-92,698
519
$7.4M 0.03%
161,618
-134,600
520
$7.36M 0.03%
+214,783
521
$7.32M 0.03%
209,766
+26,345
522
$7.31M 0.03%
199,066
-1,610
523
$7.29M 0.03%
78,233
+9,439
524
$7.25M 0.03%
382,286
+104,062
525
$7.25M 0.03%
85,631
-18,955
19 20
21
22 23