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
676
$4.81M 0.02%
63,908
-1,766
677
$4.8M 0.02%
190,339
+156,795
678
$4.75M 0.02%
112,880
+58,452
679
$4.74M 0.02%
30,962
-1,258
680
$4.74M 0.02%
177,290
-9,335
681
$4.73M 0.02%
87,283
-719
682
$4.71M 0.02%
106,152
+29,577
683
$4.7M 0.02%
214,112
+23,970
684
$4.7M 0.02%
361,007
+91,675
685
$4.65M 0.02%
73,308
+12,758
686
$4.65M 0.02%
11,115
-333
687
$4.65M 0.02%
3,895
+1,458
688
$4.64M 0.02%
231,844
-12,586
689
$4.62M 0.02%
40,235
+11,946
690
$4.61M 0.02%
73,884
-25,858
691
$4.57M 0.02%
50,000
-2,564
692
$4.57M 0.02%
72,911
-10,783
693
$4.53M 0.02%
91,108
-31,794
694
$4.51M 0.02%
120,585
-16,979
695
$4.51M 0.02%
261,627
+74,265
696
$4.5M 0.02%
287,071
+53,177
697
$4.49M 0.02%
156,531
+28,035
698
$4.47M 0.02%
53,332
-489
699
$4.46M 0.02%
74,161
-11,528
700
$4.46M 0.02%
63,153
-162,270
26 27
28
29 30