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
1551
$753K ﹤0.01%
42,067
-1,662
1552
$753K ﹤0.01%
20,869
+3,146
1553
$752K ﹤0.01%
28,015
+3,265
1554
$752K ﹤0.01%
+14,950
1555
$752K ﹤0.01%
29,802
-119
1556
$750K ﹤0.01%
30,635
+1,819
1557
$749K ﹤0.01%
13,112
-1,030
1558
$748K ﹤0.01%
10,308
-4,214
1559
$747K ﹤0.01%
14,641
-3,039
1560
$747K ﹤0.01%
14,190
-1,568
1561
$747K ﹤0.01%
+73,795
1562
$744K ﹤0.01%
87,633
-4,797
1563
$743K ﹤0.01%
27,579
-530
1564
$741K ﹤0.01%
64,730
+3,101
1565
$740K ﹤0.01%
38,766
+6,694
1566
$739K ﹤0.01%
18,613
+3,927
1567
$736K ﹤0.01%
14,774
-13,026
1568
$736K ﹤0.01%
30,989
+309
1569
$734K ﹤0.01%
46,137
+9,866
1570
$734K ﹤0.01%
26,230
+17,630
1571
$731K ﹤0.01%
16,482
+9,570
1572
$730K ﹤0.01%
8,700
-1,449
1573
$728K ﹤0.01%
14,402
-17,466
1574
$726K ﹤0.01%
61,383
-38,862
1575
$724K ﹤0.01%
44,195
-657
61 62
63
64 65