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
1576
$723K ﹤0.01%
57,779
-1,676
1577
$717K ﹤0.01%
11,973
+6,748
1578
$717K ﹤0.01%
26,935
-5,400
1579
$717K ﹤0.01%
+94,844
1580
$714K ﹤0.01%
33,795
-5,202
1581
$712K ﹤0.01%
43,145
+3,200
1582
$712K ﹤0.01%
10,625
-4,466
1583
$712K ﹤0.01%
58,177
+36,330
1584
$710K ﹤0.01%
+27,360
1585
$710K ﹤0.01%
18,852
+719
1586
$708K ﹤0.01%
42,531
-15,399
1587
$708K ﹤0.01%
29,431
+14,499
1588
$706K ﹤0.01%
12,285
+7,184
1589
$706K ﹤0.01%
10,131
+1,240
1590
$704K ﹤0.01%
11,195
+1,098
1591
$704K ﹤0.01%
9,457
-527
1592
$703K ﹤0.01%
21,317
+2,765
1593
$695K ﹤0.01%
21,237
+2,493
1594
$695K ﹤0.01%
45,429
+1,665
1595
$690K ﹤0.01%
21,782
+5,207
1596
$688K ﹤0.01%
14,452
-50
1597
$684K ﹤0.01%
53,407
+560
1598
$682K ﹤0.01%
38,753
-13,580
1599
$680K ﹤0.01%
20,313
-2,362
1600
$680K ﹤0.01%
34,477
62 63
64
65 66