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
726
$4.16M 0.02%
64,476
-3,927
727
$4.14M 0.02%
286,464
+90,600
728
$4.12M 0.02%
361,309
+346,349
729
$4.12M 0.02%
132,090
+51,744
730
$4.11M 0.02%
107,636
-11,091
731
$4.11M 0.02%
106,918
-9,751
732
$4.11M 0.02%
1,808
+126
733
$4.1M 0.02%
262,720
+62,551
734
$4.09M 0.02%
46,078
+4,852
735
$4.07M 0.02%
36,716
-7,518
736
$4.07M 0.02%
203,316
+28,090
737
$4.06M 0.02%
43,736
+4,361
738
$4.05M 0.02%
83,066
+17,121
739
$4.05M 0.02%
80,131
+1,193
740
$4.05M 0.02%
+144,231
741
$4.05M 0.02%
45,423
+2,228
742
$4.03M 0.02%
4,798
-66
743
$4.03M 0.02%
324,425
-95,055
744
$3.99M 0.02%
74,113
+1,395
745
$3.99M 0.02%
37,058
-4,235
746
$3.99M 0.02%
75,322
-19,340
747
$3.96M 0.02%
124,540
+1,159
748
$3.91M 0.02%
91,065
+4,789
749
$3.9M 0.02%
71,834
-1,323
750
$3.88M 0.02%
560,432
-109,504
28 29
30
31 32