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
476
$8.38M 0.04%
80,942
-6,909
477
$8.37M 0.04%
113,121
+13,160
478
$8.36M 0.04%
301,058
-186,801
479
$8.35M 0.04%
309,015
+428
480
$8.33M 0.04%
147,487
+35,062
481
$8.32M 0.04%
45,627
+20,603
482
$8.26M 0.04%
79,829
+17,554
483
$8.21M 0.03%
195,463
+60,575
484
$8.21M 0.03%
434,136
-62,629
485
$8.2M 0.03%
101,092
-4,855
486
$8.19M 0.03%
74,218
+8,840
487
$8.15M 0.03%
323,802
+34,597
488
$8.14M 0.03%
189,010
+26,231
489
$8.14M 0.03%
+571,791
490
$8.13M 0.03%
155,565
+12,723
491
$8.1M 0.03%
167,704
+26,379
492
$8.09M 0.03%
374,406
+127,451
493
$8.08M 0.03%
134,565
-140,364
494
$8.03M 0.03%
77,376
-4,458
495
$8.01M 0.03%
64,403
+8,451
496
$7.98M 0.03%
60,301
+1,803
497
$7.96M 0.03%
93,325
+14,544
498
$7.93M 0.03%
59,372
+6,353
499
$7.91M 0.03%
54,702
-9,527
500
$7.9M 0.03%
274,632
-9,674
18 19
20
21 22