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
2551
– –
-11,395
2552
– –
-18,287
2553
– –
-11,310
2554
– –
-14,276
2555
– –
-4,227
2556
– –
-10,324
2557
– –
-5,237
2558
– –
-21,040
2559
– –
-7,876
2560
– –
-5,775
2561
– –
-112,089
2562
– –
-4,626
2563
– –
-5,412
2564
– –
-29,300
2565
– –
-11,994
2566
– –
-44,298
2567
– –
-34,411
2568
– –
-111,292
2569
– –
-21,643
2570
– –
-26,149
2571
– –
-17,794
2572
– –
-4,685
2573
– –
-10,516
2574
– –
-11,203
2575
– –
-15,197
100 101 102
103
104