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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
2426
– –
-129,681
2427
– –
-18,203
2428
– –
-4,184
2429
– –
-48,612
2430
– –
-8,427
2431
– –
-21,026
2432
– –
-2,047
2433
– –
-30,757
2434
$0 ﹤0.01%
60,122
+1,142
2435
– –
-36,394
2436
– –
-40,160
2437
– –
-23,107
2438
– –
-10,468
2439
– –
-43,000
2440
– –
-82,080
2441
– –
-10,050
2442
– –
-2,700
2443
– –
-9,014
2444
– –
-22,856
2445
– –
-56,259
2446
– –
-13,400
2447
– –
-2,002
2448
– –
-1,126
2449
– –
-3,376
2450
– –
-7,734
96 97
98
99 100