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
51
$93.4M 0.4%
810,349
+113,575
52
$92.3M 0.39%
566,841
-25,629
53
$92.2M 0.39%
2,385,340
-185,020
54
$92.1M 0.39%
1,273,674
-14,728
55
$91.5M 0.39%
1,668,271
+27,753
56
$90.6M 0.38%
1,802,842
+44,376
57
$90M 0.38%
788,065
+391,068
58
$88.8M 0.38%
607,222
+92,984
59
$88.8M 0.38%
798,976
+37,753
60
$87.7M 0.37%
2,398,122
+153,192
61
$86.8M 0.37%
3,769,428
+253,662
62
$84.9M 0.36%
819,143
+32,123
63
$84.3M 0.36%
1,175,281
-13,690
64
$83.7M 0.36%
1,666,429
+57,914
65
$78.1M 0.33%
900,562
+362,639
66
$77M 0.33%
541,760
+48,877
67
$76.6M 0.33%
1,558,983
-95,540
68
$76.1M 0.32%
1,362,754
-123,958
69
$75.9M 0.32%
537,536
+2,932
70
$75.6M 0.32%
507,197
+38,288
71
$75M 0.32%
412,787
+32,690
72
$72.1M 0.31%
454,982
+33,513
73
$72.1M 0.31%
3,260,401
+788,077
74
$71.3M 0.3%
1,807,205
+10,890
75
$71.3M 0.3%
863,474
+46,595
1 2
3
4 5