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
1676
$603K ﹤0.01%
58,000
+2,000
1677
$603K ﹤0.01%
53,973
-13
1678
$602K ﹤0.01%
25,050
+1,000
1679
$602K ﹤0.01%
12,836
+238
1680
$601K ﹤0.01%
33,710
-30,358
1681
$600K ﹤0.01%
10,965
-358
1682
$599K ﹤0.01%
39,870
-5,083
1683
$598K ﹤0.01%
+21,737
1684
$597K ﹤0.01%
9,833
-7,686
1685
$596K ﹤0.01%
10,974
+383
1686
$595K ﹤0.01%
11,572
+1,993
1687
$593K ﹤0.01%
16,837
1688
$590K ﹤0.01%
886
-139
1689
$588K ﹤0.01%
+18,344
1690
$586K ﹤0.01%
20,846
+5,553
1691
$585K ﹤0.01%
25,183
+4,600
1692
$584K ﹤0.01%
19,848
+1,160
1693
$583K ﹤0.01%
62,385
+5,083
1694
$581K ﹤0.01%
9,652
+683
1695
$581K ﹤0.01%
16,473
-12,126
1696
$580K ﹤0.01%
+10,974
1697
$579K ﹤0.01%
7,907
-97
1698
$579K ﹤0.01%
13,017
-2,053
1699
$577K ﹤0.01%
+24,029
1700
$576K ﹤0.01%
34,491
-857
66 67
68
69 70