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
26
$132M 0.56%
3,511,150
+246,620
27
$130M 0.55%
1,989,938
+70,529
28
$130M 0.55%
1,064,588
+58,455
29
$128M 0.55%
1,267,138
+193,238
30
$124M 0.53%
1,718,721
+132,231
31
$123M 0.52%
1,570,006
+29,726
32
$122M 0.52%
3,368,734
-530,442
33
$119M 0.51%
1,393,849
+191,118
34
$116M 0.49%
2,254,614
+75,791
35
$116M 0.49%
1,110,653
+39,457
36
$115M 0.49%
1,095,648
+79,113
37
$113M 0.48%
704,854
+26,069
38
$112M 0.48%
1,625,865
+16,086
39
$111M 0.47%
837,165
-79,306
40
$110M 0.47%
3,058,385
+499,464
41
$108M 0.46%
1,750,646
+141,556
42
$108M 0.46%
935,902
+75,503
43
$107M 0.45%
1,171,751
+79,661
44
$106M 0.45%
1,337,011
+37,282
45
$103M 0.44%
842,286
+91,816
46
$103M 0.44%
3,372,068
+460,900
47
$99.6M 0.42%
1,382,288
-35,071
48
$99.3M 0.42%
846,214
+99,511
49
$98.2M 0.42%
1,169,178
+55,906
50
$98M 0.42%
1,241,170
-583,765
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