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
951
$2.46M 0.01%
80,887
+10,387
952
$2.46M 0.01%
267,126
-8,208
953
$2.46M 0.01%
50,341
+8,528
954
$2.46M 0.01%
145,355
+3,949
955
$2.45M 0.01%
77,038
+3,847
956
$2.45M 0.01%
58,854
-31,861
957
$2.42M 0.01%
57,829
+928
958
$2.42M 0.01%
88,991
+56,993
959
$2.41M 0.01%
62,995
-25,280
960
$2.4M 0.01%
41,420
+36
961
$2.39M 0.01%
19,558
+2,268
962
$2.38M 0.01%
137,627
+44,345
963
$2.38M 0.01%
52,106
-36,152
964
$2.38M 0.01%
179,610
+31,982
965
$2.38M 0.01%
176,500
+90,156
966
$2.37M 0.01%
85,180
-2,674
967
$2.35M 0.01%
51,745
+6,289
968
$2.35M 0.01%
14,346
-1,072
969
$2.34M 0.01%
50,618
-2,000
970
$2.34M 0.01%
+44,942
971
$2.33M 0.01%
49,392
+21,258
972
$2.32M 0.01%
77,940
+343
973
$2.32M 0.01%
159,270
+27,825
974
$2.31M 0.01%
83,424
+6,528
975
$2.31M 0.01%
170,648
-9,839
37 38
39
40 41