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
826
$3.25M 0.01%
126,899
+4,181
827
$3.25M 0.01%
41,919
-56,070
828
$3.25M 0.01%
107,577
+42,095
829
$3.23M 0.01%
53,910
+17,937
830
$3.22M 0.01%
68,779
+6,048
831
$3.22M 0.01%
73,495
-11,350
832
$3.21M 0.01%
78,954
+15,076
833
$3.21M 0.01%
32,013
+8,349
834
$3.19M 0.01%
417,444
+57,826
835
$3.18M 0.01%
179,156
-6,704
836
$3.18M 0.01%
89,243
+18,403
837
$3.17M 0.01%
395,220
+69,379
838
$3.17M 0.01%
171,503
+18,690
839
$3.16M 0.01%
20,137
-7,538
840
$3.16M 0.01%
126,911
-19,921
841
$3.15M 0.01%
45,640
-8,814
842
$3.14M 0.01%
54,358
-3,057
843
$3.14M 0.01%
631,455
+233,459
844
$3.14M 0.01%
13,510
-330
845
$3.14M 0.01%
159,797
-612
846
$3.14M 0.01%
33,386
+4,149
847
$3.14M 0.01%
254,071
+49,877
848
$3.12M 0.01%
251,269
+62,945
849
$3.11M 0.01%
94,374
+84,815
850
$3.1M 0.01%
24,313
+12,221
32 33
34
35 36