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
1701
$576K ﹤0.01%
11,606
-335
1702
$574K ﹤0.01%
16,310
-9,467
1703
$572K ﹤0.01%
38,666
+186
1704
$572K ﹤0.01%
74,740
+1,492
1705
$571K ﹤0.01%
186,079
-16,323
1706
$570K ﹤0.01%
42,574
+27,184
1707
$570K ﹤0.01%
+29,508
1708
$568K ﹤0.01%
95,973
-22,911
1709
$568K ﹤0.01%
10,572
-288
1710
$565K ﹤0.01%
56,117
+3,998
1711
$565K ﹤0.01%
31,170
1712
$564K ﹤0.01%
+8,175
1713
$563K ﹤0.01%
21,952
-617
1714
$561K ﹤0.01%
8,601
-767
1715
$560K ﹤0.01%
22,645
+7,262
1716
$559K ﹤0.01%
13,385
+1,090
1717
$559K ﹤0.01%
13,497
-2,176
1718
$558K ﹤0.01%
61,854
-81,599
1719
$556K ﹤0.01%
5,514
-1,743
1720
$555K ﹤0.01%
10,859
-575
1721
$554K ﹤0.01%
27,713
+464
1722
$552K ﹤0.01%
15,269
-3,059
1723
$552K ﹤0.01%
67,518
-3,484
1724
$549K ﹤0.01%
37,701
-5,723
1725
$549K ﹤0.01%
22,343
-700
67 68
69
70 71