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
976
$2.31M 0.01%
42,802
+854
977
$2.3M 0.01%
168,193
-18,042
978
$2.3M 0.01%
29,216
+3,082
979
$2.29M 0.01%
63,402
+3,837
980
$2.29M 0.01%
195,812
-6,116
981
$2.29M 0.01%
95,109
+3,072
982
$2.28M 0.01%
49,457
-3,720
983
$2.28M 0.01%
163,711
-732
984
$2.28M 0.01%
120,170
+61,044
985
$2.27M 0.01%
146,158
+58,011
986
$2.27M 0.01%
72,193
-111,962
987
$2.27M 0.01%
68,633
+532
988
$2.26M 0.01%
98,173
+580
989
$2.26M 0.01%
35,869
+19,081
990
$2.25M 0.01%
158,085
-7,470
991
$2.25M 0.01%
11,097
-5,475
992
$2.24M 0.01%
28,385
+15,270
993
$2.24M 0.01%
115,813
+18,029
994
$2.24M 0.01%
37,357
+12,182
995
$2.24M 0.01%
36,603
+27,595
996
$2.22M 0.01%
91,863
-113,826
997
$2.21M 0.01%
58,092
+34,171
998
$2.21M 0.01%
29,987
+12,407
999
$2.21M 0.01%
43,778
+2,150
1000
$2.18M 0.01%
67,575
-9,155
38 39
40
41 42