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
1526
$778K ﹤0.01%
61,220
-51,725
1527
$777K ﹤0.01%
16,981
+4,044
1528
$777K ﹤0.01%
22,090
1529
$775K ﹤0.01%
33,269
-1,343
1530
$773K ﹤0.01%
+16,841
1531
$772K ﹤0.01%
35,000
1532
$771K ﹤0.01%
115,994
+37,588
1533
$771K ﹤0.01%
42,993
-413
1534
$770K ﹤0.01%
50,945
+1,000
1535
$768K ﹤0.01%
40,138
-28,698
1536
$768K ﹤0.01%
16,234
-31,975
1537
$766K ﹤0.01%
13,316
+9,378
1538
$765K ﹤0.01%
41,576
-403
1539
$764K ﹤0.01%
20,751
+3,411
1540
$763K ﹤0.01%
13,890
-83
1541
$761K ﹤0.01%
16,567
+11,363
1542
$760K ﹤0.01%
24,084
+2,636
1543
$760K ﹤0.01%
26,424
+11,770
1544
$759K ﹤0.01%
6,382
-602
1545
$758K ﹤0.01%
15,841
-498
1546
$757K ﹤0.01%
31,044
-23,783
1547
$756K ﹤0.01%
38,840
-688
1548
$756K ﹤0.01%
53,579
+1,840
1549
$755K ﹤0.01%
15,093
+10,680
1550
$753K ﹤0.01%
10,342
-1,679
60 61
62
63 64