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
851
$3.1M 0.01%
217,921
+35,576
852
$3.09M 0.01%
110,389
-34,342
853
$3.09M 0.01%
100,042
-7,056
854
$3.09M 0.01%
41,656
+5,181
855
$3.08M 0.01%
74,596
+40,956
856
$3.07M 0.01%
33,121
+249
857
$3.07M 0.01%
41,545
-23,511
858
$3.06M 0.01%
28,105
-5,754
859
$3.04M 0.01%
30,158
-230
860
$3.02M 0.01%
81,900
-5
861
$3.02M 0.01%
+178,915
862
$3.01M 0.01%
103,460
+14,444
863
$3M 0.01%
19,887
-18,000
864
$3M 0.01%
173,553
-5,376
865
$2.96M 0.01%
4,877
-119
866
$2.96M 0.01%
110,449
+4,761
867
$2.94M 0.01%
84,401
+19,429
868
$2.94M 0.01%
13,188
+7,390
869
$2.93M 0.01%
52,298
-8,154
870
$2.92M 0.01%
113,511
-1,389
871
$2.92M 0.01%
63,489
+26,076
872
$2.91M 0.01%
38,908
-5,994
873
$2.91M 0.01%
52,142
-104
874
$2.91M 0.01%
57,339
-2,988
875
$2.9M 0.01%
191,550
+148,985
33 34
35
36 37