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
751
$3.87M 0.02%
32,712
+3,851
752
$3.87M 0.02%
50,866
-1,765
753
$3.84M 0.02%
122,238
+7,845
754
$3.82M 0.02%
64,998
-25,201
755
$3.81M 0.02%
+100,662
756
$3.81M 0.02%
225,608
-32,217
757
$3.8M 0.02%
106,845
-182,897
758
$3.8M 0.02%
106,594
-16,287
759
$3.79M 0.02%
131,479
-2,119
760
$3.78M 0.02%
286,107
-74,468
761
$3.77M 0.02%
168,646
-11,834
762
$3.77M 0.02%
76,481
+12,852
763
$3.76M 0.02%
77,399
-23,915
764
$3.74M 0.02%
36,529
-3,028
765
$3.74M 0.02%
156,219
-19,465
766
$3.73M 0.02%
42,142
-298
767
$3.73M 0.02%
94,259
-22,427
768
$3.71M 0.02%
16,067
+2,762
769
$3.71M 0.02%
14,549
+2,933
770
$3.7M 0.02%
72,972
-13,984
771
$3.68M 0.02%
113,879
+28,348
772
$3.68M 0.02%
238,341
-25,584
773
$3.67M 0.02%
41,710
-9,110
774
$3.67M 0.02%
169,168
+51,079
775
$3.66M 0.02%
51,644
-53,138
29 30
31
32 33