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
276
$17.4M 0.07%
155,729
+14,688
277
$17.4M 0.07%
967,486
-291,040
278
$17.2M 0.07%
256,278
+24,840
279
$17.2M 0.07%
+657,800
280
$17.2M 0.07%
430,166
+2,749
281
$16.9M 0.07%
352,766
-91,816
282
$16.9M 0.07%
149,269
-15,396
283
$16.5M 0.07%
511,952
-204,681
284
$16.4M 0.07%
594,385
-12,584
285
$16.2M 0.07%
425,240
+253,074
286
$16.2M 0.07%
421,095
-138
287
$16.1M 0.07%
783,841
-31,712
288
$16.1M 0.07%
201,032
-5,775
289
$16.1M 0.07%
421,680
+118,938
290
$15.9M 0.07%
598,576
-12,173
291
$15.9M 0.07%
964,392
+188,763
292
$15.9M 0.07%
170,784
+17,003
293
$15.9M 0.07%
512,848
-40,372
294
$15.8M 0.07%
841,262
-44,975
295
$15.8M 0.07%
209,279
-3,042
296
$15.7M 0.07%
227,592
+84,769
297
$15.7M 0.07%
744,948
-35,286
298
$15.5M 0.07%
612,350
-7,471
299
$15.4M 0.07%
747,588
-53,110
300
$15.4M 0.07%
354,568
-191,104
10 11
12
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