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
2526
– –
-48,612
2527
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-8,427
2528
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-21,026
2529
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-2,047
2530
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-30,757
2531
$0 ﹤0.01%
60,122
+1,142
2532
– –
-36,394
2533
– –
-40,160
2534
– –
-27,058
2535
– –
-23,107
2536
– –
-10,468
2537
– –
-43,000
2538
– –
-82,080
2539
– –
-57,518
2540
– –
-17,346
2541
– –
-78,554
2542
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-60,741
2543
– –
-8,048
2544
– –
-7,511
2545
– –
-11,173
2546
– –
-11,458
2547
– –
-10,984
2548
– –
-18,892
2549
– –
-18,335
2550
– –
-8,451
100 101
102
103 104