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
601
$5.88M 0.02%
60,487
+8,729
602
$5.87M 0.02%
362,612
+35,321
603
$5.86M 0.02%
161,229
+11,216
604
$5.86M 0.02%
56,356
-17,603
605
$5.84M 0.02%
74,013
+8,839
606
$5.83M 0.02%
203,526
+9,746
607
$5.82M 0.02%
248,736
+81,309
608
$5.78M 0.02%
173,856
+24,333
609
$5.71M 0.02%
4,922
+183
610
$5.7M 0.02%
16,461
+5,410
611
$5.68M 0.02%
99,498
+298
612
$5.67M 0.02%
93,613
-10,362
613
$5.66M 0.02%
13,359
-307
614
$5.66M 0.02%
126,811
-428
615
$5.66M 0.02%
112,350
-17,952
616
$5.64M 0.02%
267,328
-4,820
617
$5.63M 0.02%
133,202
+15,449
618
$5.63M 0.02%
79,741
-1,999
619
$5.61M 0.02%
284,219
+85,485
620
$5.61M 0.02%
1,401,409
+62,274
621
$5.6M 0.02%
95,981
+20,811
622
$5.59M 0.02%
109,975
+27,895
623
$5.58M 0.02%
148,569
-19,003
624
$5.58M 0.02%
153,881
+4,091
625
$5.57M 0.02%
105,803
+6,267
23 24
25
26 27