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
901
$2.78M 0.01%
61,992
-2,192
902
$2.78M 0.01%
28,991
+2,513
903
$2.78M 0.01%
29,004
+9,726
904
$2.77M 0.01%
23,687
+890
905
$2.77M 0.01%
79,670
-993
906
$2.76M 0.01%
86,143
+23,839
907
$2.76M 0.01%
102,650
-197,447
908
$2.76M 0.01%
52,505
+401
909
$2.76M 0.01%
38,354
+1,597
910
$2.75M 0.01%
65,197
+19,385
911
$2.74M 0.01%
176,329
-13,771
912
$2.73M 0.01%
86,548
-49,880
913
$2.73M 0.01%
197,416
+6,846
914
$2.73M 0.01%
52,300
-328
915
$2.69M 0.01%
91,667
-7,680
916
$2.69M 0.01%
56,525
+2,916
917
$2.69M 0.01%
271,511
-55,181
918
$2.67M 0.01%
58,480
-2,099
919
$2.66M 0.01%
58,566
+39,748
920
$2.66M 0.01%
+56,518
921
$2.65M 0.01%
91,656
+69,774
922
$2.63M 0.01%
145,089
-37,492
923
$2.62M 0.01%
173,072
-144,253
924
$2.61M 0.01%
50,385
-7,862
925
$2.61M 0.01%
120,261
+3,434
35 36
37
38 39