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
1001
$2.18M 0.01%
176,500
1002
$2.17M 0.01%
125,645
-2,585
1003
$2.17M 0.01%
21,445
-6,507
1004
$2.16M 0.01%
196,182
-25,904
1005
$2.16M 0.01%
+66,031
1006
$2.16M 0.01%
71,311
-3,346
1007
$2.15M 0.01%
53,230
+6,705
1008
$2.14M 0.01%
139,081
+12,135
1009
$2.13M 0.01%
65,000
1010
$2.12M 0.01%
20,129
-23,327
1011
$2.12M 0.01%
27,677
-1,260
1012
$2.11M 0.01%
30,943
+10,053
1013
$2.1M 0.01%
16,669
-3,995
1014
$2.09M 0.01%
53,754
+963
1015
$2.08M 0.01%
95,397
-50,939
1016
$2.08M 0.01%
12,553
+312
1017
$2.08M 0.01%
51,582
+36,781
1018
$2.07M 0.01%
23,902
+935
1019
$2.07M 0.01%
34,966
-3,713
1020
$2.07M 0.01%
64,395
-15,780
1021
$2.07M 0.01%
46,411
+7,652
1022
$2.07M 0.01%
94,553
+11,199
1023
$2.07M 0.01%
105,455
+21,618
1024
$2.06M 0.01%
64,162
+18,119
1025
$2.05M 0.01%
103,784
+307
39 40
41
42 43