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
76
$71.1M 0.3%
1,215,221
+80,844
77
$70.8M 0.3%
1,025,278
+1,325
78
$70.4M 0.3%
1,890,220
+576,820
79
$70.2M 0.3%
809,374
-30,650
80
$69.4M 0.29%
906,114
-33,563
81
$69.3M 0.29%
641,443
+10,923
82
$68.9M 0.29%
615,884
+25,650
83
$67.6M 0.29%
635,233
-3,273
84
$66.5M 0.28%
266,787
+95
85
$65.9M 0.28%
2,438,723
+23,407
86
$64.9M 0.28%
628,487
-24,262
87
$63.9M 0.27%
1,661,125
+37,608
88
$63.1M 0.27%
1,812,898
+268,554
89
$62.7M 0.27%
927,034
+26,403
90
$62.7M 0.27%
471,095
+67,721
91
$62.7M 0.27%
637,369
+11,987
92
$62.1M 0.26%
800,156
+20,408
93
$61.3M 0.26%
1,856,690
+271,935
94
$60.9M 0.26%
1,238,825
-679,713
95
$60.5M 0.26%
1,046,960
-50,954
96
$60.3M 0.26%
2,016,988
-61,456
97
$57.7M 0.25%
1,403,433
+3,764
98
$56M 0.24%
837,282
+21,080
99
$55.4M 0.24%
503,282
-52,949
100
$55.2M 0.23%
653,186
-15,466
2 3
4
5 6