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
1476
$856K ﹤0.01%
19,491
-930
1477
$856K ﹤0.01%
10,384
-246
1478
$854K ﹤0.01%
91,245
+2,603
1479
$853K ﹤0.01%
21,250
+12,665
1480
$850K ﹤0.01%
13,199
+1,462
1481
$847K ﹤0.01%
34,075
+6,475
1482
$842K ﹤0.01%
23,079
-53,325
1483
$837K ﹤0.01%
46,738
-8,840
1484
$835K ﹤0.01%
29,664
+3,916
1485
$835K ﹤0.01%
5,638
+1,114
1486
$834K ﹤0.01%
65,620
+16,450
1487
$834K ﹤0.01%
4,964
-3,042
1488
$834K ﹤0.01%
13,434
-1,300
1489
$827K ﹤0.01%
34,637
-10,036
1490
$827K ﹤0.01%
43,711
-308,025
1491
$825K ﹤0.01%
14,746
+622
1492
$825K ﹤0.01%
42,390
-1,202
1493
$822K ﹤0.01%
32,060
+19,512
1494
$821K ﹤0.01%
68,517
+8,619
1495
$821K ﹤0.01%
+27,246
1496
$819K ﹤0.01%
22,010
-10,129
1497
$818K ﹤0.01%
15,903
-1,237
1498
$812K ﹤0.01%
25,402
+473
1499
$812K ﹤0.01%
38,947
+1,851
1500
$809K ﹤0.01%
+52,505
58 59
60
61 62