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
1451
$888K ﹤0.01%
62,004
-3,315
1452
$888K ﹤0.01%
+20,350
1453
$886K ﹤0.01%
7,112
-2,341
1454
$885K ﹤0.01%
23,328
-2,777
1455
$884K ﹤0.01%
25,622
-3,778
1456
$884K ﹤0.01%
13,813
+1,346
1457
$884K ﹤0.01%
14,588
-22,347
1458
$883K ﹤0.01%
27,198
+1,126
1459
$881K ﹤0.01%
28,770
+5,300
1460
$880K ﹤0.01%
29,247
+2,477
1461
$880K ﹤0.01%
13,703
+7,665
1462
$877K ﹤0.01%
21,509
+2,830
1463
$877K ﹤0.01%
3,526
+433
1464
$876K ﹤0.01%
14,546
+6,289
1465
$867K ﹤0.01%
+32,733
1466
$867K ﹤0.01%
+24,423
1467
$867K ﹤0.01%
503,731
-323,966
1468
$866K ﹤0.01%
255,666
-8,266
1469
$864K ﹤0.01%
+44,429
1470
$864K ﹤0.01%
36,979
-18,042
1471
$862K ﹤0.01%
47,902
+10,055
1472
$861K ﹤0.01%
58,782
-3,914
1473
$860K ﹤0.01%
17,295
-855
1474
$859K ﹤0.01%
58,096
-32,996
1475
$858K ﹤0.01%
70,366
-636
57 58
59
60 61