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
1301
$1.19M 0.01%
16,000
-17,886
1302
$1.19M 0.01%
46,442
-7,942
1303
$1.18M 0.01%
6,885
-5,834
1304
$1.18M 0.01%
74,930
+875
1305
$1.17M 0.01%
51,724
+6,724
1306
$1.17M 0.01%
+52,340
1307
$1.17M 0.01%
100,790
+17,157
1308
$1.17M ﹤0.01%
83,697
+4,417
1309
$1.16M ﹤0.01%
5,821
+3,217
1310
$1.16M ﹤0.01%
+58,100
1311
$1.16M ﹤0.01%
20,693
-90,571
1312
$1.16M ﹤0.01%
7,917
-1,298
1313
$1.16M ﹤0.01%
34,546
-6,795
1314
$1.16M ﹤0.01%
9,472
+1,652
1315
$1.15M ﹤0.01%
+47,643
1316
$1.15M ﹤0.01%
11,239
+7,250
1317
$1.15M ﹤0.01%
80,990
-821
1318
$1.14M ﹤0.01%
34,270
-300
1319
$1.14M ﹤0.01%
16,898
+4,591
1320
$1.14M ﹤0.01%
45,072
+2,807
1321
$1.14M ﹤0.01%
15,161
+11,528
1322
$1.14M ﹤0.01%
57,130
+1,460
1323
$1.13M ﹤0.01%
30,804
-1,259
1324
$1.13M ﹤0.01%
57,813
-1,183
1325
$1.13M ﹤0.01%
+189,322
51 52
53
54 55