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
551
$6.72M 0.03%
23,338
-142
552
$6.72M 0.03%
382,910
+47,291
553
$6.71M 0.03%
+361,454
554
$6.7M 0.03%
79,124
+1,872
555
$6.65M 0.03%
323,322
+99,593
556
$6.61M 0.03%
94,902
+607
557
$6.6M 0.03%
347,779
+27,516
558
$6.59M 0.03%
77,964
+12,963
559
$6.52M 0.03%
53,230
+39,475
560
$6.49M 0.03%
67,559
-1,927
561
$6.49M 0.03%
52,024
+1,973
562
$6.48M 0.03%
29,255
-4,442
563
$6.48M 0.03%
134,948
+10,087
564
$6.47M 0.03%
69,971
-49
565
$6.46M 0.03%
488,551
-79,516
566
$6.44M 0.03%
229,597
+51,569
567
$6.43M 0.03%
57,337
-1,395
568
$6.43M 0.03%
77,677
-23,728
569
$6.42M 0.03%
235,354
-75,752
570
$6.42M 0.03%
42,174
+2,015
571
$6.41M 0.03%
105,324
-3,919
572
$6.4M 0.03%
222,834
+8,889
573
$6.37M 0.03%
477,460
+49,645
574
$6.35M 0.03%
104,781
+2,567
575
$6.32M 0.03%
270,578
+44,856
21 22
23
24 25