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
1076
$1.82M 0.01%
25,983
+4,393
1077
$1.81M 0.01%
39,915
+8,809
1078
$1.81M 0.01%
50,324
+1,052
1079
$1.8M 0.01%
16,304
-245
1080
$1.8M 0.01%
48,541
+17,600
1081
$1.8M 0.01%
42,400
+5,786
1082
$1.79M 0.01%
36,624
-1,326
1083
$1.78M 0.01%
43,741
+2,950
1084
$1.78M 0.01%
24,943
-6,707
1085
$1.77M 0.01%
21,013
-44
1086
$1.77M 0.01%
59,623
-2,600
1087
$1.76M 0.01%
115,352
-29,124
1088
$1.75M 0.01%
205,883
+6,641
1089
$1.75M 0.01%
161,862
+119,819
1090
$1.75M 0.01%
+80,781
1091
$1.75M 0.01%
14,620
+11,840
1092
$1.73M 0.01%
33,139
-197
1093
$1.72M 0.01%
42,950
+25,290
1094
$1.72M 0.01%
48,000
+6,000
1095
$1.72M 0.01%
124,405
+24,925
1096
$1.71M 0.01%
75,284
-8,398
1097
$1.7M 0.01%
40,351
-45,879
1098
$1.7M 0.01%
28,680
+11,788
1099
$1.7M 0.01%
101,051
+16,188
1100
$1.7M 0.01%
187,548
-15,017
42 43
44
45 46