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
1726
$547K ﹤0.01%
28,321
-788
1727
$547K ﹤0.01%
9,886
-51
1728
$546K ﹤0.01%
13,667
-6,169
1729
$544K ﹤0.01%
24,349
-1,681
1730
$542K ﹤0.01%
13,091
-3,035
1731
$541K ﹤0.01%
1,014
+30
1732
$540K ﹤0.01%
11,115
-2,830
1733
$539K ﹤0.01%
18,538
-3,257
1734
$539K ﹤0.01%
53,319
+42,000
1735
$538K ﹤0.01%
28,400
+400
1736
$537K ﹤0.01%
+10,992
1737
$536K ﹤0.01%
22,643
-1,489
1738
$534K ﹤0.01%
7,531
+372
1739
$531K ﹤0.01%
33,879
-19,798
1740
$528K ﹤0.01%
5,928
+443
1741
$528K ﹤0.01%
18,251
+1,059
1742
$526K ﹤0.01%
32,885
+5,874
1743
$525K ﹤0.01%
10,841
-4
1744
$524K ﹤0.01%
6,048
-1,068
1745
$522K ﹤0.01%
7,054
1746
$521K ﹤0.01%
20,470
+129
1747
$519K ﹤0.01%
25,655
+990
1748
$518K ﹤0.01%
21,424
+3,143
1749
$518K ﹤0.01%
9,720
+1,457
1750
$517K ﹤0.01%
8,056
+893
68 69
70
71 72