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
151
$37.3M 0.16%
555,618
+14,770
152
$37.2M 0.16%
664,082
-134,957
153
$36.9M 0.16%
812,464
+69,348
154
$36.9M 0.16%
1,985,025
+248,415
155
$36.6M 0.16%
862,121
+7,481
156
$36.3M 0.15%
1,043,194
+99,957
157
$36.1M 0.15%
664,689
+26,202
158
$36.1M 0.15%
342,459
+65,915
159
$36M 0.15%
307,046
+5,447
160
$35.9M 0.15%
1,332,135
-29,268
161
$35.8M 0.15%
348,196
+3,219
162
$35.7M 0.15%
709,361
-77,957
163
$35.2M 0.15%
435,749
-13,193
164
$34.4M 0.15%
713,074
-79,990
165
$34.2M 0.15%
647,003
+158,128
166
$33.8M 0.14%
220,065
-20,815
167
$33.5M 0.14%
465,513
-17,837
168
$33.3M 0.14%
315,612
+38,088
169
$33.3M 0.14%
956,187
-216,461
170
$32.9M 0.14%
354,805
+5,941
171
$32.8M 0.14%
434,380
+27,152
172
$32.5M 0.14%
800,828
+20,234
173
$32.4M 0.14%
630,965
+97,598
174
$32.3M 0.14%
426,486
+14,098
175
$32.2M 0.14%
269,939
-75,958
5 6
7
8 9