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
1751
$517K ﹤0.01%
14,435
+1,264
1752
$517K ﹤0.01%
17,686
+4,089
1753
$517K ﹤0.01%
107,143
-3,286
1754
$515K ﹤0.01%
+9,257
1755
$513K ﹤0.01%
12,087
-94
1756
$513K ﹤0.01%
62,238
-2,033
1757
$510K ﹤0.01%
+15,265
1758
$509K ﹤0.01%
13,736
-2,844
1759
$507K ﹤0.01%
5,131
+505
1760
$507K ﹤0.01%
10,032
+3,740
1761
$506K ﹤0.01%
34,167
-3,470
1762
$506K ﹤0.01%
9,397
-2,723
1763
$505K ﹤0.01%
57,665
-4,190
1764
$505K ﹤0.01%
14,808
-5,558
1765
$505K ﹤0.01%
+9,919
1766
$504K ﹤0.01%
23,769
+1,162
1767
$503K ﹤0.01%
39,240
-3,884
1768
$503K ﹤0.01%
71,946
+4,996
1769
$503K ﹤0.01%
+3,254
1770
$502K ﹤0.01%
15,244
-383
1771
$502K ﹤0.01%
156,649
+25,121
1772
$501K ﹤0.01%
38,123
+2,386
1773
$500K ﹤0.01%
41,642
+3,766
1774
$500K ﹤0.01%
32,942
-5,433
1775
$497K ﹤0.01%
14,195
-1,970
69 70
71
72 73