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
1151
$1.53M 0.01%
53,980
+6,087
1152
$1.53M 0.01%
49,634
-11,490
1153
$1.53M 0.01%
32,228
+1,992
1154
$1.53M 0.01%
268,257
-6,537
1155
$1.53M 0.01%
47,866
+9,621
1156
$1.53M 0.01%
15,185
+1,108
1157
$1.52M 0.01%
192,780
1158
$1.52M 0.01%
33,718
+326
1159
$1.52M 0.01%
15,036
+3,811
1160
$1.52M 0.01%
118,021
+19,150
1161
$1.51M 0.01%
58,683
-1,642
1162
$1.51M 0.01%
179,278
-12,242
1163
$1.51M 0.01%
55,495
+6,021
1164
$1.51M 0.01%
34,748
+4,732
1165
$1.5M 0.01%
94,015
+15,313
1166
$1.5M 0.01%
94,707
-35,022
1167
$1.5M 0.01%
17,656
-1,316
1168
$1.5M 0.01%
50,015
+3,154
1169
$1.5M 0.01%
116,964
+48,792
1170
$1.5M 0.01%
46,974
+7,992
1171
$1.49M 0.01%
89,005
-37,900
1172
$1.49M 0.01%
35,650
+15,000
1173
$1.49M 0.01%
10,572
-520
1174
$1.49M 0.01%
47,498
+731
1175
$1.49M 0.01%
59,762
-1,606
45 46
47
48 49