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
326
$13.6M 0.06%
328,119
-65,027
327
$13.6M 0.06%
180,481
-110,616
328
$13.5M 0.06%
163,272
-13,634
329
$13.4M 0.06%
110,924
+13,404
330
$13.4M 0.06%
326,531
+8,731
331
$13.4M 0.06%
44,260
+12,913
332
$13.3M 0.06%
353,262
+17,082
333
$13.3M 0.06%
216,809
-4,475
334
$13.2M 0.06%
172,603
+16,427
335
$13.2M 0.06%
549,112
+5,798
336
$13.2M 0.06%
1,121,820
+234,336
337
$13.1M 0.06%
143,951
-1,728
338
$13M 0.06%
624,531
-62,876
339
$13M 0.06%
1,073,993
-431,372
340
$13M 0.06%
65,669
+40,396
341
$13M 0.06%
129,553
+30,866
342
$13M 0.06%
249,019
+6,612
343
$12.9M 0.05%
155,994
-74,765
344
$12.9M 0.05%
114,451
+5,548
345
$12.9M 0.05%
576,735
-27,038
346
$12.9M 0.05%
264,147
+32,941
347
$12.8M 0.05%
265,778
+27,894
348
$12.8M 0.05%
262,523
+21,805
349
$12.7M 0.05%
322,755
+39,980
350
$12.7M 0.05%
231,894
+45,550
12 13
14
15 16