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
1251
$1.29M 0.01%
60,561
-1,830
1252
$1.29M 0.01%
22,119
-1,486
1253
$1.29M 0.01%
35,799
-13,973
1254
$1.28M 0.01%
60,925
-23,873
1255
$1.28M 0.01%
90,000
+10,000
1256
$1.28M 0.01%
9,025
-3,153
1257
$1.28M 0.01%
50,470
+17,770
1258
$1.28M 0.01%
21,375
+594
1259
$1.27M 0.01%
74,533
-15,216
1260
$1.27M 0.01%
53,087
+1,594
1261
$1.27M 0.01%
25,396
-1,019
1262
$1.27M 0.01%
30,367
-17,416
1263
$1.27M 0.01%
34,468
+28,454
1264
$1.27M 0.01%
59,106
+49,246
1265
$1.27M 0.01%
28,663
-7,009
1266
$1.27M 0.01%
13,425
+1,054
1267
$1.26M 0.01%
66,070
-5,061
1268
$1.26M 0.01%
+22,871
1269
$1.26M 0.01%
45,895
-6,011
1270
$1.25M 0.01%
26,943
+10,913
1271
$1.25M 0.01%
45,533
+821
1272
$1.25M 0.01%
22,383
-39,790
1273
$1.25M 0.01%
31,913
-227
1274
$1.24M 0.01%
90,838
-35,482
1275
$1.24M 0.01%
68,987
+7,047
49 50
51
52 53