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
101
$54.6M 0.23%
143,269
+43,781
102
$54M 0.23%
336,369
+30,147
103
$53.5M 0.23%
1,392,035
+284,047
104
$53.3M 0.23%
960,181
-12,014
105
$53.1M 0.23%
771,679
-76,946
106
$52.9M 0.22%
1,102,288
+277,802
107
$52.8M 0.22%
450,647
-595
108
$52.5M 0.22%
709,897
+62,168
109
$51.5M 0.22%
727,169
+94,709
110
$50.9M 0.22%
691,811
-10,481
111
$49.9M 0.21%
951,572
+48,856
112
$49.9M 0.21%
982,700
+239,333
113
$48.4M 0.21%
980,898
-42,604
114
$48.1M 0.2%
343,623
+14,003
115
$48.1M 0.2%
334,588
-27,053
116
$46.6M 0.2%
207,429
-3,907
117
$46.5M 0.2%
536,379
+63,181
118
$46.4M 0.2%
480,617
-105,250
119
$45.9M 0.19%
400,659
-62,967
120
$45.1M 0.19%
384,084
+40,063
121
$44.6M 0.19%
807,766
+91,943
122
$44.4M 0.19%
211,086
+41,481
123
$43.9M 0.19%
599,073
-25,205
124
$43.8M 0.19%
530,809
+6,434
125
$43.5M 0.18%
354,902
-21,993
3 4
5
6 7