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
1051
$1.9M 0.01%
220,390
+61,310
1052
$1.9M 0.01%
63,511
+13,462
1053
$1.9M 0.01%
38,409
+29,362
1054
$1.9M 0.01%
132,406
-59,486
1055
$1.88M 0.01%
37,382
-2,969
1056
$1.88M 0.01%
127,054
+924
1057
$1.87M 0.01%
33,289
-7,157
1058
$1.87M 0.01%
81,504
+41,624
1059
$1.86M 0.01%
35,576
+2,454
1060
$1.86M 0.01%
188,418
+82,976
1061
$1.85M 0.01%
102,676
+18,279
1062
$1.85M 0.01%
32,005
-3,134
1063
$1.85M 0.01%
64,804
+38,964
1064
$1.85M 0.01%
21,967
-1,884
1065
$1.84M 0.01%
222,276
+2,530
1066
$1.84M 0.01%
30,733
+22,548
1067
$1.84M 0.01%
53,529
-600
1068
$1.84M 0.01%
59,555
+13,376
1069
$1.83M 0.01%
40,839
-35,564
1070
$1.83M 0.01%
34,680
-2,663
1071
$1.83M 0.01%
24,807
+3,378
1072
$1.83M 0.01%
69,091
+5,897
1073
$1.83M 0.01%
+44,505
1074
$1.83M 0.01%
59,857
+6,043
1075
$1.82M 0.01%
28,415
+12,168
41 42
43
44 45