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
401
$10.5M 0.04%
346,878
-24,658
402
$10.4M 0.04%
227,447
-1,041,657
403
$10.4M 0.04%
235,399
+49,092
404
$10.4M 0.04%
70,627
+10,148
405
$10.4M 0.04%
218,714
+29,008
406
$10.3M 0.04%
207,726
+4,879
407
$10.3M 0.04%
92,975
+4,842
408
$10.3M 0.04%
13,012
+1,141
409
$10.3M 0.04%
190,402
-13,424
410
$10.2M 0.04%
212,264
-2,131
411
$10.2M 0.04%
863,441
+90,223
412
$10.1M 0.04%
162,103
+23,350
413
$10M 0.04%
561,801
+100,787
414
$10M 0.04%
175,087
+495
415
$9.94M 0.04%
120,946
+8,112
416
$9.94M 0.04%
940,720
-45,280
417
$9.93M 0.04%
325,814
+52,985
418
$9.88M 0.04%
297,143
+56,841
419
$9.84M 0.04%
126,136
-1,836
420
$9.81M 0.04%
584,080
-412,844
421
$9.8M 0.04%
255,539
+42,962
422
$9.77M 0.04%
383,495
+1,130
423
$9.71M 0.04%
87,128
+13,894
424
$9.7M 0.04%
125,114
+20,413
425
$9.67M 0.04%
183,710
+32,988
15 16
17
18 19