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Stifel Financial

Stifel Financial Portfolio holdings

AUM $109B
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
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
2401
$9K ﹤0.01%
+10,000
2402
$8K ﹤0.01%
+121
2403
$6K ﹤0.01%
2,200
+170
2404
$4K ﹤0.01%
13,500
2405
$4K ﹤0.01%
+5
2406
$4K ﹤0.01%
2,451
2407
– –
-10,931
2408
– –
-170,413
2409
– –
-32,134
2410
– –
-121,027
2411
– –
-10,122
2412
– –
-10,204
2413
– –
-159,768
2414
– –
-19,932
2415
– –
-87,815
2416
– –
-50,645
2417
– –
-17,245
2418
– –
-15,900
2419
– –
-15,552
2420
– –
-5,455
2421
– –
-78,554
2422
– –
-9,336
2423
– –
-24,853
2424
– –
-8,750
2425
– –
-24,078
95 96
97
98 99