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
1351
$1.08M ﹤0.01%
+20,234
1352
$1.08M ﹤0.01%
55,625
+4,703
1353
$1.07M ﹤0.01%
40,927
+348
1354
$1.07M ﹤0.01%
32,832
1355
$1.07M ﹤0.01%
73,723
-4,374
1356
$1.07M ﹤0.01%
29,370
-10,662
1357
$1.07M ﹤0.01%
26,453
+9,508
1358
$1.07M ﹤0.01%
21,814
-920
1359
$1.07M ﹤0.01%
127,330
-764
1360
$1.06M ﹤0.01%
20,108
-22,929
1361
$1.06M ﹤0.01%
136,966
-56,042
1362
$1.06M ﹤0.01%
49,425
+34,667
1363
$1.06M ﹤0.01%
51,373
+14,915
1364
$1.05M ﹤0.01%
49,673
+7,646
1365
$1.05M ﹤0.01%
+56,646
1366
$1.05M ﹤0.01%
+2,387
1367
$1.05M ﹤0.01%
5,915
-2,133
1368
$1.04M ﹤0.01%
+17,408
1369
$1.04M ﹤0.01%
33,092
-76,856
1370
$1.04M ﹤0.01%
2,899
-866
1371
$1.04M ﹤0.01%
+63,588
1372
$1.04M ﹤0.01%
36,390
+21,780
1373
$1.03M ﹤0.01%
+17,451
1374
$1.03M ﹤0.01%
10,203
-2,115
1375
$1.03M ﹤0.01%
+20,956
53 54
55
56 57