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
451
$8.89M 0.04%
215,080
+37,029
452
$8.86M 0.04%
163,827
+4,186
453
$8.81M 0.04%
4,166,661
-277,081
454
$8.8M 0.04%
199,420
+35,368
455
$8.8M 0.04%
147,704
+34,860
456
$8.79M 0.04%
190,268
-2,841
457
$8.78M 0.04%
260,581
+36,636
458
$8.75M 0.04%
161,960
-41,075
459
$8.75M 0.04%
851,329
-206,785
460
$8.74M 0.04%
266,249
+47,404
461
$8.74M 0.04%
74,501
-2,211
462
$8.72M 0.04%
194,972
+5,128
463
$8.71M 0.04%
56,954
+18,468
464
$8.7M 0.04%
526,934
+28,325
465
$8.7M 0.04%
122,522
+5,774
466
$8.69M 0.04%
+293,380
467
$8.65M 0.04%
65,661
-4,753
468
$8.6M 0.04%
307,953
-16,339
469
$8.57M 0.04%
163,013
+8,541
470
$8.49M 0.04%
98,080
-5,340
471
$8.48M 0.04%
114,954
-3,422
472
$8.47M 0.04%
191,482
+29,677
473
$8.44M 0.04%
86,672
-3,063
474
$8.41M 0.04%
124,753
-27,154
475
$8.4M 0.04%
121,604
-28,951
17 18
19
20 21