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
1276
$1.24M 0.01%
48,591
+27,190
1277
$1.24M 0.01%
41,809
-9,825
1278
$1.24M 0.01%
56,935
-1,035
1279
$1.24M 0.01%
18,315
-1,161
1280
$1.23M 0.01%
23,493
+5,830
1281
$1.23M 0.01%
119,700
-17,625
1282
$1.23M 0.01%
76,650
+37,025
1283
$1.23M 0.01%
112,911
+635
1284
$1.23M 0.01%
247,698
+166,518
1285
$1.22M 0.01%
54,726
+4,908
1286
$1.22M 0.01%
+14,620
1287
$1.22M 0.01%
21,881
+2,409
1288
$1.22M 0.01%
10,946
+6,064
1289
$1.22M 0.01%
+33,062
1290
$1.21M 0.01%
28,609
-8,254
1291
$1.21M 0.01%
75,970
+1,940
1292
$1.2M 0.01%
85,485
+1,840
1293
$1.2M 0.01%
38,848
-33,418
1294
$1.2M 0.01%
19,026
+8,700
1295
$1.2M 0.01%
12,982
+3,367
1296
$1.2M 0.01%
16,152
+1,999
1297
$1.2M 0.01%
+22,337
1298
$1.19M 0.01%
59,761
-8,154
1299
$1.19M 0.01%
7,399
+501
1300
$1.19M 0.01%
105,507
-6,616
50 51
52
53 54