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
626
$5.55M 0.02%
+225,506
627
$5.55M 0.02%
163,699
+24,499
628
$5.53M 0.02%
+93,502
629
$5.53M 0.02%
273,761
-1,641
630
$5.5M 0.02%
234,251
+6,442
631
$5.5M 0.02%
289,344
+173,640
632
$5.49M 0.02%
195,247
-1,234
633
$5.48M 0.02%
101,548
+42,425
634
$5.48M 0.02%
+83,151
635
$5.45M 0.02%
64,579
-61,055
636
$5.44M 0.02%
970,500
-54,010
637
$5.41M 0.02%
425,019
-66,366
638
$5.39M 0.02%
102,747
+13,342
639
$5.35M 0.02%
304,479
640
$5.34M 0.02%
163,440
+24,155
641
$5.31M 0.02%
90,839
-31,160
642
$5.3M 0.02%
53,871
-21,289
643
$5.28M 0.02%
159,291
+26,926
644
$5.27M 0.02%
107,521
-80,108
645
$5.27M 0.02%
594,641
+232,080
646
$5.27M 0.02%
3,757
+136
647
$5.27M 0.02%
238,335
-11,840
648
$5.27M 0.02%
88,698
-1,125
649
$5.23M 0.02%
88,051
-62,602
650
$5.21M 0.02%
105,125
+43,531
24 25
26
27 28