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
1201
$1.41M 0.01%
25,839
-22,653
1202
$1.41M 0.01%
68,989
-272,366
1203
$1.41M 0.01%
44,721
+9,084
1204
$1.41M 0.01%
29,980
+3,673
1205
$1.41M 0.01%
20,254
-649
1206
$1.4M 0.01%
39,273
-15,684
1207
$1.4M 0.01%
57,140
-3,174
1208
$1.4M 0.01%
19,348
+4,466
1209
$1.39M 0.01%
32,979
+1,654
1210
$1.39M 0.01%
126,974
+58,049
1211
$1.39M 0.01%
39,182
-2,031
1212
$1.39M 0.01%
64,986
+23,234
1213
$1.38M 0.01%
182,426
-11,353
1214
$1.38M 0.01%
55,087
+21,270
1215
$1.38M 0.01%
+27,514
1216
$1.38M 0.01%
10,081
-628
1217
$1.37M 0.01%
+90,404
1218
$1.37M 0.01%
53,685
+40,873
1219
$1.37M 0.01%
183,879
-9,498
1220
$1.36M 0.01%
28,532
+2,987
1221
$1.36M 0.01%
34,124
+8,714
1222
$1.36M 0.01%
13,002
+5,887
1223
$1.36M 0.01%
+43,000
1224
$1.36M 0.01%
104,980
+26,863
1225
$1.36M 0.01%
53,817
+15,154
47 48
49
50 51