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
1176
$1.48M 0.01%
142,681
-3,334
1177
$1.48M 0.01%
33,508
+14,546
1178
$1.48M 0.01%
25,880
+8,550
1179
$1.48M 0.01%
18,524
+1,943
1180
$1.48M 0.01%
95,035
-14,725
1181
$1.47M 0.01%
36,677
-3,112
1182
$1.47M 0.01%
24,195
+8,638
1183
$1.46M 0.01%
92,097
-28,383
1184
$1.46M 0.01%
62,978
+4,354
1185
$1.46M 0.01%
11,851
+896
1186
$1.46M 0.01%
56,272
+15,378
1187
$1.45M 0.01%
7,893
+124
1188
$1.45M 0.01%
18,481
+1,996
1189
$1.45M 0.01%
102,262
-19,738
1190
$1.45M 0.01%
43,229
+15,118
1191
$1.45M 0.01%
75,739
+5,742
1192
$1.45M 0.01%
55,923
-5,477
1193
$1.45M 0.01%
15,705
-1,587
1194
$1.44M 0.01%
101,691
-12,607
1195
$1.44M 0.01%
38,039
+12,996
1196
$1.43M 0.01%
24,182
-3,570
1197
$1.43M 0.01%
60,877
+1,134
1198
$1.42M 0.01%
73,636
+4,892
1199
$1.42M 0.01%
+65,466
1200
$1.42M 0.01%
143,500
+24,500
46 47
48
49 50