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
576
$6.29M 0.03%
173,537
+17,211
577
$6.28M 0.03%
64,731
+719
578
$6.24M 0.03%
248,885
+36,968
579
$6.24M 0.03%
56,566
+1,778
580
$6.24M 0.03%
1,187,450
+256,500
581
$6.23M 0.03%
57,905
+1,085
582
$6.18M 0.03%
130,284
-4,940
583
$6.15M 0.03%
206,249
+194,079
584
$6.14M 0.03%
134,265
+8,407
585
$6.13M 0.03%
169,480
+11,464
586
$6.13M 0.03%
172,179
-629,022
587
$6.12M 0.03%
80,728
+4,393
588
$6.11M 0.03%
99,785
+6,423
589
$6.11M 0.03%
90,326
+42,365
590
$6.09M 0.03%
118,281
+9,208
591
$6.04M 0.03%
58,959
-221
592
$6.04M 0.03%
+304,831
593
$6.03M 0.03%
160,710
-37,142
594
$6.02M 0.03%
203,535
-887
595
$5.99M 0.03%
67,431
+1,710
596
$5.99M 0.03%
205,242
-12,644
597
$5.98M 0.03%
186,053
+67,604
598
$5.93M 0.03%
119,940
+23,106
599
$5.91M 0.03%
105,254
+93,608
600
$5.9M 0.03%
84,942
+1,445
22 23
24
25 26