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
376
$11.4M 0.05%
185,301
+31,842
377
$11.4M 0.05%
342,707
+52,827
378
$11.2M 0.05%
289,716
+123,374
379
$11.2M 0.05%
373,060
+46,864
380
$11.2M 0.05%
233,274
+85,513
381
$11.1M 0.05%
102,809
+436
382
$11.1M 0.05%
126,185
+2,433
383
$11.1M 0.05%
449,690
+14,664
384
$11M 0.05%
7,527
+22
385
$10.9M 0.05%
126,205
+54,517
386
$10.9M 0.05%
258,362
+25,850
387
$10.9M 0.05%
4,074,480
+152,560
388
$10.9M 0.05%
169,070
+4,001
389
$10.8M 0.05%
88,628
-113,113
390
$10.8M 0.05%
597,043
-86,052
391
$10.7M 0.05%
44
+4
392
$10.6M 0.05%
208,242
+1,730
393
$10.6M 0.05%
188,372
+4,867
394
$10.6M 0.04%
149,056
+88,813
395
$10.6M 0.04%
77,277
-14,923
396
$10.5M 0.04%
246,644
-29,032
397
$10.5M 0.04%
242,475
+1,773
398
$10.5M 0.04%
163,471
+1,091
399
$10.5M 0.04%
72,125
+11,540
400
$10.5M 0.04%
87,349
+13,438
14 15
16
17 18