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
251
$19.7M 0.08%
248,269
+28,266
252
$19.7M 0.08%
87,719
+12,641
253
$19.7M 0.08%
84,504
-1,511
254
$19.5M 0.08%
554,511
-80,211
255
$19.3M 0.08%
394,000
+15,580
256
$19.1M 0.08%
286,806
-11,717
257
$19.1M 0.08%
501,951
+45,497
258
$19M 0.08%
784,991
-96,405
259
$18.9M 0.08%
210,705
+19,209
260
$18.9M 0.08%
255,672
+54,426
261
$18.8M 0.08%
207,732
-143,692
262
$18.6M 0.08%
580,777
+42,128
263
$18.6M 0.08%
283,679
+43,841
264
$18.5M 0.08%
574,280
-25,027
265
$18.1M 0.08%
308,621
+61,069
266
$18.1M 0.08%
505,864
-15,317
267
$18.1M 0.08%
381,782
-153,815
268
$18M 0.08%
135,301
-16,945
269
$17.9M 0.08%
105,317
-20,821
270
$17.8M 0.08%
282,501
+6,431
271
$17.6M 0.07%
473,726
-2,639
272
$17.6M 0.07%
169,863
+19,608
273
$17.5M 0.07%
169,729
+4,152
274
$17.4M 0.07%
483,084
-2,219
275
$17.4M 0.07%
250,730
-95,710
9 10
11
12 13