Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
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
+$44.6M
2
+$31.9M
3
+$31.4M
4
HDS
HD Supply Holdings, Inc.
HDS
+$31.2M
5
PEP icon
PepsiCo
PEP
+$26.8M

Top Sells

1
+$47.7M
2
+$46.1M
3
+$36.4M
4
DAL icon
Delta Air Lines
DAL
+$33.4M
5
WFC icon
Wells Fargo
WFC
+$25.9M

Sector Composition

1 Financials 11.54%
2 Healthcare 11.47%
3 Technology 10.93%
4 Industrials 8.95%
5 Consumer Staples 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$22.6M 0.1%
190,994
+26,008
227
$22.6M 0.1%
704,738
-21,004
228
$22.4M 0.1%
476,592
+229,523
229
$22.3M 0.09%
374,705
+56,122
230
$22.1M 0.09%
489,751
+28,216
231
$22M 0.09%
332,742
+12,195
232
$22M 0.09%
302,503
-83,105
233
$21.8M 0.09%
726,384
+113,360
234
$21.8M 0.09%
253,622
-18,746
235
$21.6M 0.09%
396,141
+71,903
236
$21.4M 0.09%
258,376
-23,094
237
$21.3M 0.09%
241,219
+57,181
238
$21M 0.09%
867,138
-38,114
239
$20.8M 0.09%
390,313
+265,196
240
$20.8M 0.09%
327,391
-13,720
241
$20.8M 0.09%
426,082
+31,442
242
$20.6M 0.09%
271,780
-17,865
243
$20.5M 0.09%
168,976
+13,291
244
$20.5M 0.09%
313,599
+54,251
245
$20.4M 0.09%
436,328
-20,180
246
$20.3M 0.09%
580,217
-120,159
247
$20.3M 0.09%
941,034
+103,486
248
$20.3M 0.09%
87,391
+68,004
249
$20.1M 0.09%
278,902
+78,464
250
$19.7M 0.08%
301,574
+6,660
8 9
10
11 12