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
1226
$1.35M 0.01%
32,329
-3,279
1227
$1.35M 0.01%
223,325
+30,550
1228
$1.35M 0.01%
51,271
+14,725
1229
$1.35M 0.01%
48,843
-387
1230
$1.34M 0.01%
60,080
-3,490
1231
$1.34M 0.01%
30,521
+20,102
1232
$1.34M 0.01%
34,385
+3,575
1233
$1.34M 0.01%
104,112
-5,595
1234
$1.34M 0.01%
50,000
-2,147
1235
$1.34M 0.01%
94,559
-9,843
1236
$1.34M 0.01%
14,158
-575
1237
$1.34M 0.01%
32,371
+1,012
1238
$1.33M 0.01%
+17,560
1239
$1.33M 0.01%
47,818
+751
1240
$1.33M 0.01%
26,754
+11,779
1241
$1.32M 0.01%
42,747
+14,722
1242
$1.32M 0.01%
61,555
-1,049
1243
$1.32M 0.01%
43,914
+2,361
1244
$1.32M 0.01%
19,049
+10,344
1245
$1.31M 0.01%
28,269
+8,100
1246
$1.31M 0.01%
+54,671
1247
$1.31M 0.01%
13,987
-1,789
1248
$1.31M 0.01%
180,635
+31,493
1249
$1.3M 0.01%
37,597
+9,646
1250
$1.3M 0.01%
18,514
+2,232
48 49
50
51 52