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
526
$7.18M 0.03%
109,381
-94,813
527
$7.16M 0.03%
95,659
-8,411
528
$7.14M 0.03%
39,616
+10,257
529
$7.11M 0.03%
88,671
-2,694
530
$7.09M 0.03%
63,786
-146,592
531
$7.08M 0.03%
56,335
+7,320
532
$7.07M 0.03%
365,147
+118,591
533
$7.05M 0.03%
95,412
-5,061
534
$7.03M 0.03%
293,565
+46,269
535
$7.01M 0.03%
276,829
+11,564
536
$7.01M 0.03%
45,554
+3,213
537
$7.01M 0.03%
296,415
-54,756
538
$7M 0.03%
316,243
-31,483
539
$7M 0.03%
656,808
-1,030
540
$6.99M 0.03%
173,433
+26,273
541
$6.95M 0.03%
194,028
+14,007
542
$6.89M 0.03%
+63,748
543
$6.86M 0.03%
220,404
-81,442
544
$6.83M 0.03%
+145,428
545
$6.8M 0.03%
132,507
-4,291
546
$6.8M 0.03%
294,904
+48,826
547
$6.79M 0.03%
295,056
-10,683
548
$6.79M 0.03%
220,952
-7,892
549
$6.74M 0.03%
219,665
-23,813
550
$6.73M 0.03%
76,684
+3,886
20 21
22
23 24