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
1401
$990K ﹤0.01%
56,407
+900
1402
$986K ﹤0.01%
6,138
+2,116
1403
$985K ﹤0.01%
25,580
-2,114
1404
$985K ﹤0.01%
29,814
-16,955
1405
$984K ﹤0.01%
22,500
1406
$977K ﹤0.01%
+50,275
1407
$975K ﹤0.01%
52,275
+39,948
1408
$972K ﹤0.01%
53,377
-1,815
1409
$971K ﹤0.01%
72,986
-11,124
1410
$970K ﹤0.01%
22,309
+3,673
1411
$966K ﹤0.01%
49,884
-18,911
1412
$963K ﹤0.01%
64,416
-6,148
1413
$957K ﹤0.01%
158,624
+34,032
1414
$957K ﹤0.01%
63,221
+1,370
1415
$956K ﹤0.01%
51,145
+10,659
1416
$954K ﹤0.01%
62,140
-7,137
1417
$954K ﹤0.01%
+28,147
1418
$954K ﹤0.01%
5,825
-449
1419
$951K ﹤0.01%
1,875
-95
1420
$950K ﹤0.01%
6,072
-4,866
1421
$950K ﹤0.01%
20,115
-1,138
1422
$948K ﹤0.01%
66,090
-6,859
1423
$943K ﹤0.01%
+30,535
1424
$938K ﹤0.01%
30,660
-578
1425
$937K ﹤0.01%
17,460
+3,544
55 56
57
58 59