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
1101
$1.69M 0.01%
+35,799
1102
$1.69M 0.01%
+85,537
1103
$1.68M 0.01%
132,091
-14,624
1104
$1.67M 0.01%
32,656
-10,982
1105
$1.67M 0.01%
150,354
+43,804
1106
$1.67M 0.01%
18,125
-163
1107
$1.67M 0.01%
47,085
-2,324
1108
$1.67M 0.01%
73,397
-2,111
1109
$1.66M 0.01%
84,802
+13,205
1110
$1.66M 0.01%
57,362
-3,590
1111
$1.65M 0.01%
298,704
-15,916
1112
$1.64M 0.01%
68,453
-264,329
1113
$1.63M 0.01%
40,669
+1,661
1114
$1.63M 0.01%
26,105
-3,968
1115
$1.62M 0.01%
22,403
+6,802
1116
$1.62M 0.01%
+56,224
1117
$1.62M 0.01%
24,227
+6,669
1118
$1.61M 0.01%
50,478
-1,522
1119
$1.61M 0.01%
30,261
+2,130
1120
$1.61M 0.01%
17,768
-7,282
1121
$1.61M 0.01%
33,499
+2,845
1122
$1.6M 0.01%
51,745
+32,218
1123
$1.6M 0.01%
39,076
+292
1124
$1.59M 0.01%
38,407
+543
1125
$1.59M 0.01%
+31,705
43 44
45
46 47