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
1626
$655K ﹤0.01%
+33,065
1627
$655K ﹤0.01%
+17,200
1628
$654K ﹤0.01%
8,570
+3,059
1629
$654K ﹤0.01%
4,759
+2,692
1630
$651K ﹤0.01%
+16,002
1631
$648K ﹤0.01%
35,750
-3,437
1632
$647K ﹤0.01%
10,156
+665
1633
$644K ﹤0.01%
18,513
+4,127
1634
$644K ﹤0.01%
25,780
-882
1635
$644K ﹤0.01%
18,058
-1,361
1636
$643K ﹤0.01%
14,533
-1,453
1637
$642K ﹤0.01%
+6,512
1638
$642K ﹤0.01%
10,115
+1,913
1639
$637K ﹤0.01%
13,115
-1,478
1640
$636K ﹤0.01%
+11,256
1641
$635K ﹤0.01%
4,914
+1,706
1642
$635K ﹤0.01%
39,302
+20,803
1643
$634K ﹤0.01%
+14,150
1644
$633K ﹤0.01%
33,661
1645
$633K ﹤0.01%
34,279
-1,191
1646
$632K ﹤0.01%
36,061
-5,907
1647
$630K ﹤0.01%
18,384
-123
1648
$630K ﹤0.01%
5,153
-159
1649
$629K ﹤0.01%
10,171
+4,361
1650
$628K ﹤0.01%
38,076
-5,571
64 65
66
67 68