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
1651
$626K ﹤0.01%
38,206
+5,450
1652
$625K ﹤0.01%
15,645
+1,154
1653
$625K ﹤0.01%
29,874
1654
$625K ﹤0.01%
21,569
-2,104
1655
$624K ﹤0.01%
+16,033
1656
$623K ﹤0.01%
45,376
-47
1657
$623K ﹤0.01%
40,880
1658
$622K ﹤0.01%
15,671
-2,304
1659
$622K ﹤0.01%
28,229
+4,772
1660
$621K ﹤0.01%
12,661
-1,878
1661
$621K ﹤0.01%
11,541
+1,366
1662
$620K ﹤0.01%
11,711
-15,354
1663
$619K ﹤0.01%
379
-72
1664
$617K ﹤0.01%
7,483
+1,315
1665
$617K ﹤0.01%
4,610
+130
1666
$616K ﹤0.01%
19,553
-1,197
1667
$616K ﹤0.01%
59,412
+6,714
1668
$616K ﹤0.01%
+42,987
1669
$613K ﹤0.01%
7,104
-880
1670
$612K ﹤0.01%
14,842
+4,714
1671
$612K ﹤0.01%
15,174
+9,364
1672
$611K ﹤0.01%
25,864
-267
1673
$611K ﹤0.01%
20,833
+2,398
1674
$610K ﹤0.01%
+21,524
1675
$605K ﹤0.01%
20,142
-14,320
65 66
67
68 69