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
301
$15.4M 0.07%
180,587
+14,332
302
$15.4M 0.07%
247,672
+75,902
303
$15.3M 0.06%
215,860
-9,607
304
$15.3M 0.06%
480,176
-15,116
305
$15.2M 0.06%
516,704
+91,071
306
$15.2M 0.06%
213,842
+34,409
307
$15.1M 0.06%
123,506
-20,202
308
$15.1M 0.06%
350,159
-4,831
309
$15.1M 0.06%
647,343
+218,084
310
$15M 0.06%
145,338
+11,043
311
$14.9M 0.06%
213,159
+23,866
312
$14.8M 0.06%
191,923
+8,843
313
$14.8M 0.06%
190,271
-28,519
314
$14.8M 0.06%
172,600
-1,831
315
$14.6M 0.06%
284,906
-2,036
316
$14.5M 0.06%
411,637
-18,972
317
$14.4M 0.06%
351,833
+3,521
318
$14.3M 0.06%
360,210
+200,639
319
$14.2M 0.06%
195,170
+56,783
320
$14.1M 0.06%
470,481
-10,550
321
$14M 0.06%
76,633
-13,776
322
$13.9M 0.06%
556,912
+506,419
323
$13.8M 0.06%
169,410
-5,128
324
$13.7M 0.06%
403,340
+70,680
325
$13.7M 0.06%
125,408
+18,427
11 12
13
14 15