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
1376
$1.03M ﹤0.01%
18,100
+100
1377
$1.03M ﹤0.01%
19,648
+1,391
1378
$1.03M ﹤0.01%
30,147
-5,659
1379
$1.03M ﹤0.01%
19,599
-1,697
1380
$1.02M ﹤0.01%
17,686
+8,202
1381
$1.02M ﹤0.01%
71,242
+43,689
1382
$1.02M ﹤0.01%
+34,665
1383
$1.02M ﹤0.01%
205,042
-9,762
1384
$1.02M ﹤0.01%
169,307
-10,854
1385
$1.02M ﹤0.01%
29,744
-35,730
1386
$1.02M ﹤0.01%
10,389
+963
1387
$1.02M ﹤0.01%
15,700
+1,247
1388
$1.02M ﹤0.01%
24,464
+318
1389
$1.01M ﹤0.01%
68,189
+6,244
1390
$1.01M ﹤0.01%
26,828
+4
1391
$1.01M ﹤0.01%
73,287
+3,497
1392
$1.01M ﹤0.01%
35,577
-31
1393
$1.01M ﹤0.01%
17,187
+972
1394
$1.01M ﹤0.01%
62,679
-23,957
1395
$1M ﹤0.01%
20,271
-20,097
1396
$1M ﹤0.01%
8,990
-10
1397
$1M ﹤0.01%
9,874
-2,034
1398
$1M ﹤0.01%
39,858
-7,500
1399
$996K ﹤0.01%
36,281
-461
1400
$993K ﹤0.01%
105,631
-753
54 55
56
57 58