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
1601
$679K ﹤0.01%
25,854
+12,054
1602
$678K ﹤0.01%
36,924
+2,238
1603
$678K ﹤0.01%
+33,904
1604
$678K ﹤0.01%
+41,897
1605
$676K ﹤0.01%
11,469
-77
1606
$675K ﹤0.01%
8,195
-825
1607
$675K ﹤0.01%
28,715
-7,598
1608
$674K ﹤0.01%
13,880
+265
1609
$673K ﹤0.01%
25,272
+4,574
1610
$672K ﹤0.01%
39,275
-75
1611
$671K ﹤0.01%
18,615
+1,815
1612
$669K ﹤0.01%
100,125
-92,929
1613
$667K ﹤0.01%
+16,254
1614
$667K ﹤0.01%
11,754
+4,099
1615
$666K ﹤0.01%
10,474
+3,703
1616
$665K ﹤0.01%
64,241
+2,269
1617
$664K ﹤0.01%
8,519
-11,666
1618
$663K ﹤0.01%
74,184
-3,280
1619
$662K ﹤0.01%
13,595
+2,178
1620
$662K ﹤0.01%
34,166
+22,723
1621
$662K ﹤0.01%
20,000
1622
$659K ﹤0.01%
9,484
-133
1623
$659K ﹤0.01%
19,227
-2,835
1624
$658K ﹤0.01%
13,778
-3,151
1625
$655K ﹤0.01%
4,051
-45
63 64
65
66 67