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
126
$43M 0.18%
375,515
-31,007
127
$43M 0.18%
679,309
-275,234
128
$42.6M 0.18%
583,683
-1,530
129
$42.4M 0.18%
391,821
+38,825
130
$42.2M 0.18%
820,247
+2,633
131
$42.2M 0.18%
355,055
+140
132
$41.8M 0.18%
478,996
+18,281
133
$41.8M 0.18%
587,499
+41,383
134
$41.6M 0.18%
325,015
+74,477
135
$41.6M 0.18%
978,887
+734,111
136
$41.6M 0.18%
1,328,240
+109,897
137
$41.3M 0.18%
1,220,459
+123,809
138
$40.5M 0.17%
1,335,823
+23,762
139
$40.2M 0.17%
743,994
-25,708
140
$40.1M 0.17%
553,012
+76,744
141
$39.7M 0.17%
392,038
+315,161
142
$39.4M 0.17%
522,836
-797
143
$39.2M 0.17%
573,754
+324,456
144
$39.1M 0.17%
219,832
-19,337
145
$39M 0.17%
1,130,234
-44,156
146
$39M 0.17%
354,790
+30,514
147
$38.6M 0.16%
397,972
-9,018
148
$38.5M 0.16%
206,807
-12,708
149
$38M 0.16%
294,716
+63,461
150
$37.4M 0.16%
717,574
+93,342
4 5
6
7 8