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
1126
$1.59M 0.01%
96,215
+655
1127
$1.59M 0.01%
14,763
+9,575
1128
$1.59M 0.01%
38,151
+4,608
1129
$1.59M 0.01%
32,167
+749
1130
$1.59M 0.01%
29,787
+10,748
1131
$1.59M 0.01%
48,140
-7,985
1132
$1.59M 0.01%
62,462
-1,845
1133
$1.58M 0.01%
80,042
+7,288
1134
$1.58M 0.01%
56,969
-29,573
1135
$1.58M 0.01%
84,160
+6,590
1136
$1.58M 0.01%
257,683
-28,636
1137
$1.58M 0.01%
+39,948
1138
$1.57M 0.01%
39,846
-500
1139
$1.56M 0.01%
27,772
+2,112
1140
$1.56M 0.01%
365,090
+3,700
1141
$1.56M 0.01%
+26,650
1142
$1.56M 0.01%
61,625
-1,898
1143
$1.56M 0.01%
15,511
-2,195
1144
$1.56M 0.01%
159,619
-800
1145
$1.55M 0.01%
28,179
+18,630
1146
$1.55M 0.01%
301,907
-3,809
1147
$1.55M 0.01%
28,591
-17,904
1148
$1.55M 0.01%
99,591
-640
1149
$1.54M 0.01%
63,839
+38,718
1150
$1.54M 0.01%
90,802
-16,286
44 45
46
47 48