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
176
$32.1M 0.14%
726,132
+3,252
177
$32.1M 0.14%
719,891
+46,321
178
$31.2M 0.13%
1,767,380
+397,450
179
$31M 0.13%
1,041,925
-35,789
180
$30.9M 0.13%
533,359
+49,326
181
$30M 0.13%
81,599
+24,092
182
$29.7M 0.13%
872,541
-119,389
183
$29.5M 0.13%
328,656
-10,443
184
$29.4M 0.12%
122,762
+55,462
185
$29.1M 0.12%
303,328
+28,333
186
$28.8M 0.12%
251,209
+32,321
187
$28.7M 0.12%
101,306
+14,715
188
$28.5M 0.12%
270,831
+35,437
189
$28.4M 0.12%
594,193
+33,497
190
$27.9M 0.12%
395,412
+4,578
191
$27.9M 0.12%
392,814
+130,081
192
$27.8M 0.12%
676,306
+368,428
193
$27.8M 0.12%
766,397
+125,505
194
$27.6M 0.12%
492,737
-80,020
195
$27.5M 0.12%
265,180
+23,054
196
$27.5M 0.12%
312,417
-1,060
197
$27.2M 0.12%
351,623
-11,319
198
$26.8M 0.11%
749,167
+28,139
199
$26.7M 0.11%
773,271
-190,250
200
$26.4M 0.11%
384,018
+51,802
6 7
8
9 10