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
1426
$937K ﹤0.01%
45,022
-35,359
1427
$937K ﹤0.01%
5,508
+428
1428
$935K ﹤0.01%
7,208
-2,062
1429
$934K ﹤0.01%
52,652
-2,645
1430
$931K ﹤0.01%
22,560
-3,124
1431
$929K ﹤0.01%
80,400
-6,385
1432
$927K ﹤0.01%
58,297
-1,124
1433
$923K ﹤0.01%
23,735
+3,723
1434
$922K ﹤0.01%
61,214
+4,872
1435
$922K ﹤0.01%
6,457
+916
1436
$919K ﹤0.01%
19,556
+3,296
1437
$919K ﹤0.01%
53,451
+10,938
1438
$916K ﹤0.01%
261,871
-4,456
1439
$912K ﹤0.01%
70,484
+20,436
1440
$909K ﹤0.01%
66,906
+19,147
1441
$906K ﹤0.01%
26,512
-4,661
1442
$904K ﹤0.01%
25,176
+3,529
1443
$902K ﹤0.01%
17,683
-4,478
1444
$902K ﹤0.01%
+26,320
1445
$900K ﹤0.01%
31,230
+13,400
1446
$899K ﹤0.01%
+18,196
1447
$899K ﹤0.01%
8,510
+1,627
1448
$895K ﹤0.01%
106,591
+45,969
1449
$891K ﹤0.01%
19,247
+1,211
1450
$889K ﹤0.01%
15,779
-979
56 57
58
59 60