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
651
$5.18M 0.02%
174,645
+29,344
652
$5.18M 0.02%
56,346
-1,278
653
$5.18M 0.02%
746,557
-52,324
654
$5.17M 0.02%
113,310
-32,870
655
$5.16M 0.02%
331,080
-17,103
656
$5.11M 0.02%
64,882
+7,224
657
$5.1M 0.02%
173,193
-32,053
658
$5.08M 0.02%
59,669
-13,118
659
$5.06M 0.02%
43,955
+7,126
660
$5.04M 0.02%
47,838
-8,893
661
$5.02M 0.02%
29,253
+1,104
662
$5M 0.02%
68,534
+438
663
$4.98M 0.02%
63,656
-9,732
664
$4.98M 0.02%
116,646
+8,864
665
$4.95M 0.02%
+79,652
666
$4.94M 0.02%
71,276
+469
667
$4.94M 0.02%
104,130
+3,069
668
$4.93M 0.02%
370,295
+86,079
669
$4.92M 0.02%
34,271
-14,536
670
$4.91M 0.02%
105,647
-29,024
671
$4.91M 0.02%
102,390
+18,447
672
$4.86M 0.02%
+165,770
673
$4.83M 0.02%
59,301
-8,671
674
$4.82M 0.02%
144,037
+21,811
675
$4.81M 0.02%
52,653
+21,212
25 26
27
28 29