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
426
$9.67M 0.04%
137,035
+26,777
427
$9.65M 0.04%
179,810
-22,518
428
$9.62M 0.04%
215,634
+35,793
429
$9.61M 0.04%
323,175
-22,747
430
$9.55M 0.04%
121,368
+18,064
431
$9.54M 0.04%
792,651
-98,793
432
$9.5M 0.04%
355,279
-27,673
433
$9.49M 0.04%
161,530
+20,525
434
$9.49M 0.04%
120,194
+2,361
435
$9.39M 0.04%
+178,518
436
$9.32M 0.04%
77,582
-8,274
437
$9.29M 0.04%
138,002
+18,936
438
$9.25M 0.04%
192,017
+24,722
439
$9.23M 0.04%
122,631
+32,718
440
$9.21M 0.04%
239,809
+43,080
441
$9.2M 0.04%
165,170
+18,880
442
$9.17M 0.04%
742,630
-87,600
443
$9.1M 0.04%
203,715
+38,229
444
$9.08M 0.04%
253,651
+60,111
445
$9.05M 0.04%
124,698
-2,321
446
$9.01M 0.04%
256,944
-16,453
447
$8.99M 0.04%
204,947
-450
448
$8.96M 0.04%
228,463
-4,534
449
$8.95M 0.04%
346,996
+61,115
450
$8.92M 0.04%
325,299
+48,585
16 17
18
19 20