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
351
$12.6M 0.05%
132,958
+13,440
352
$12.6M 0.05%
250,448
-8,132
353
$12.5M 0.05%
261,757
+68,883
354
$12.4M 0.05%
72,508
+38,574
355
$12.4M 0.05%
1,137,820
+1,094,370
356
$12.3M 0.05%
356,591
+38,180
357
$12.3M 0.05%
465,923
+14,140
358
$12.3M 0.05%
201,548
+34,720
359
$12.2M 0.05%
1,496,134
-87,443
360
$12.2M 0.05%
177,654
+23,601
361
$12.1M 0.05%
227,062
+9,162
362
$12.1M 0.05%
211,442
-9,626
363
$12M 0.05%
347,010
+40,392
364
$12M 0.05%
190,692
+6,172
365
$12M 0.05%
503,501
+97,133
366
$11.8M 0.05%
292,176
+351
367
$11.7M 0.05%
+306,156
368
$11.7M 0.05%
142,991
+26,050
369
$11.6M 0.05%
735,840
-7,510
370
$11.6M 0.05%
252,773
-361
371
$11.6M 0.05%
599,804
+41,936
372
$11.6M 0.05%
226,321
+26,477
373
$11.5M 0.05%
433,979
+102,282
374
$11.5M 0.05%
236,905
+3,980
375
$11.5M 0.05%
66,426
-397
13 14
15
16 17