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
926
$2.58M 0.01%
38,872
-1,014
927
$2.58M 0.01%
275,152
+75,004
928
$2.58M 0.01%
61,743
+36,979
929
$2.57M 0.01%
517,847
-2,936
930
$2.57M 0.01%
24,185
+5,403
931
$2.56M 0.01%
51,778
-2,370
932
$2.56M 0.01%
61,312
+38,092
933
$2.54M 0.01%
52,140
-1,110
934
$2.54M 0.01%
36,010
+15,440
935
$2.54M 0.01%
83,713
-396
936
$2.53M 0.01%
21,584
+1,618
937
$2.52M 0.01%
89,373
+17,305
938
$2.51M 0.01%
88,934
+12,110
939
$2.51M 0.01%
+57,577
940
$2.51M 0.01%
67,588
-1,199
941
$2.5M 0.01%
51,691
+17,541
942
$2.5M 0.01%
39,185
+6,576
943
$2.5M 0.01%
17,735
-36,764
944
$2.5M 0.01%
50,967
+1,070
945
$2.5M 0.01%
194,132
-23,459
946
$2.49M 0.01%
96,702
+59,841
947
$2.49M 0.01%
177,281
+11,584
948
$2.48M 0.01%
+42,586
949
$2.48M 0.01%
22,076
+739
950
$2.47M 0.01%
165,330
+36,365
36 37
38
39 40