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
1326
$1.13M ﹤0.01%
53,122
-9,023
1327
$1.12M ﹤0.01%
18,831
+4,133
1328
$1.12M ﹤0.01%
90,821
-6,487
1329
$1.12M ﹤0.01%
22,004
+5,298
1330
$1.12M ﹤0.01%
+82,113
1331
$1.11M ﹤0.01%
+23,610
1332
$1.11M ﹤0.01%
43,510
-4,859
1333
$1.11M ﹤0.01%
3,810
+3,218
1334
$1.11M ﹤0.01%
27,524
+5,673
1335
$1.11M ﹤0.01%
16,398
+7,144
1336
$1.1M ﹤0.01%
14,994
-500
1337
$1.1M ﹤0.01%
40,532
-22,991
1338
$1.1M ﹤0.01%
15,126
-118
1339
$1.1M ﹤0.01%
58,650
+28,555
1340
$1.1M ﹤0.01%
46,405
+16,266
1341
$1.1M ﹤0.01%
31,169
+23,620
1342
$1.1M ﹤0.01%
19,613
+2,749
1343
$1.1M ﹤0.01%
12,951
+652
1344
$1.1M ﹤0.01%
34,888
-10,172
1345
$1.09M ﹤0.01%
9,211
+924
1346
$1.09M ﹤0.01%
6,809
-449
1347
$1.09M ﹤0.01%
5,895
+3,162
1348
$1.08M ﹤0.01%
9,303
-878
1349
$1.08M ﹤0.01%
26,735
-1,901
1350
$1.08M ﹤0.01%
44,646
+6,791
52 53
54
55 56