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
776
$3.66M 0.02%
134,946
-4,227
777
$3.65M 0.02%
55,215
+2,631
778
$3.65M 0.02%
73,438
-7,442
779
$3.63M 0.02%
43,543
-1,545
780
$3.63M 0.02%
49,671
+544
781
$3.63M 0.02%
30,721
+7
782
$3.63M 0.02%
124,564
-11,119
783
$3.63M 0.02%
126,950
-8,250
784
$3.62M 0.02%
34,572
-266
785
$3.59M 0.02%
46,671
-630
786
$3.59M 0.02%
45,477
-8,210
787
$3.58M 0.02%
64,652
+4,280
788
$3.58M 0.02%
38,676
+28,895
789
$3.57M 0.02%
68,032
+3,917
790
$3.56M 0.02%
52,327
-2,428
791
$3.56M 0.02%
45,154
-1,180
792
$3.55M 0.02%
60,999
+24,506
793
$3.55M 0.02%
93,551
-1,306
794
$3.51M 0.01%
137,800
-24,879
795
$3.5M 0.01%
96,958
-1,645
796
$3.49M 0.01%
151,324
-19,609
797
$3.49M 0.01%
39,965
+3,501
798
$3.48M 0.01%
4,515
-343
799
$3.48M 0.01%
+104,589
800
$3.48M 0.01%
77,898
-10
30 31
32
33 34