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
2501
– –
-36
2502
– –
-8,800
2503
– –
-12,003
2504
– –
-13,045
2505
– –
-11,346
2506
– –
-13,138
2507
– –
-6,897
2508
– –
-7,475
2509
– –
-29,570
2510
– –
-14,816
2511
– –
-31,786
2512
– –
-17,643
2513
– –
-3,704
2514
– –
-170,413
2515
– –
-32,134
2516
– –
-121,027
2517
– –
-10,122
2518
– –
-10,204
2519
– –
-159,768
2520
– –
-24,853
2521
– –
-8,750
2522
– –
-24,078
2523
– –
-129,681
2524
– –
-18,203
2525
– –
-4,184
99 100
101
102 103