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
801
$3.47M 0.01%
227,614
+11,259
802
$3.46M 0.01%
25,949
+1,804
803
$3.44M 0.01%
28,671
-39,602
804
$3.42M 0.01%
112,111
-2,565
805
$3.41M 0.01%
83,881
-37,793
806
$3.4M 0.01%
155,687
807
$3.4M 0.01%
45,929
-276
808
$3.4M 0.01%
71,967
-90
809
$3.4M 0.01%
83,720
+9,993
810
$3.38M 0.01%
57,544
-96,707
811
$3.38M 0.01%
41,397
-1,828
812
$3.37M 0.01%
33,740
+2,630
813
$3.37M 0.01%
39,665
-14,757
814
$3.37M 0.01%
60,176
-910
815
$3.35M 0.01%
111,424
-2,161
816
$3.35M 0.01%
57,043
+487
817
$3.35M 0.01%
340,000
+235,051
818
$3.35M 0.01%
205,374
+32,386
819
$3.34M 0.01%
184,157
-23,072
820
$3.33M 0.01%
43,676
+1,781
821
$3.33M 0.01%
150,472
-118,136
822
$3.32M 0.01%
347,553
-55,539
823
$3.29M 0.01%
66,517
+7,811
824
$3.27M 0.01%
94,418
+20,545
825
$3.27M 0.01%
226,316
+20,362
31 32
33
34 35