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
876
$2.9M 0.01%
36,111
+10,734
877
$2.9M 0.01%
+113,384
878
$2.9M 0.01%
128,958
-16,116
879
$2.89M 0.01%
210,399
-19,710
880
$2.89M 0.01%
84,822
-12,522
881
$2.88M 0.01%
35,016
-677
882
$2.86M 0.01%
113,851
-985
883
$2.86M 0.01%
49,213
+34,516
884
$2.86M 0.01%
100,448
-1,105
885
$2.85M 0.01%
39,647
+5,956
886
$2.85M 0.01%
54,355
+169
887
$2.85M 0.01%
31,302
+3,188
888
$2.85M 0.01%
86,873
+3,448
889
$2.84M 0.01%
101,374
-16,334
890
$2.83M 0.01%
35,294
+24,197
891
$2.83M 0.01%
2,911
+263
892
$2.82M 0.01%
259,922
-31,323
893
$2.8M 0.01%
415,279
894
$2.8M 0.01%
35,898
+1,286
895
$2.8M 0.01%
112,654
-5,881
896
$2.79M 0.01%
178,178
+11,904
897
$2.79M 0.01%
72,055
-15,631
898
$2.79M 0.01%
111,091
+13,764
899
$2.79M 0.01%
80,394
+9,663
900
$2.79M 0.01%
460,182
-2,988,189
34 35
36
37 38