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
701
$4.45M 0.02%
58,566
-478,823
702
$4.44M 0.02%
99,752
-9,553
703
$4.44M 0.02%
+142,726
704
$4.44M 0.02%
462,125
-51,486
705
$4.43M 0.02%
179,628
-917
706
$4.42M 0.02%
4,865
+1,674
707
$4.4M 0.02%
397,305
+51,683
708
$4.38M 0.02%
90,123
-242
709
$4.38M 0.02%
52,850
-1,214
710
$4.35M 0.02%
83,331
+70,055
711
$4.35M 0.02%
63,024
-1,165
712
$4.34M 0.02%
26,581
+2,564
713
$4.33M 0.02%
93,503
714
$4.32M 0.02%
+465,518
715
$4.31M 0.02%
134,793
+3,000
716
$4.31M 0.02%
252,212
-5,504
717
$4.29M 0.02%
62,010
+3,472
718
$4.27M 0.02%
98,559
+496
719
$4.26M 0.02%
71,530
-1,841
720
$4.25M 0.02%
337,214
-12,372
721
$4.23M 0.02%
73,575
+12,359
722
$4.22M 0.02%
231,893
+3,514
723
$4.21M 0.02%
407,342
+23,991
724
$4.17M 0.02%
260,277
-3,001
725
$4.16M 0.02%
85,284
+9,091
27 28
29
30 31