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
1776
$495K ﹤0.01%
9,054
-7,622
1777
$494K ﹤0.01%
6,391
-14,150
1778
$493K ﹤0.01%
28,800
+8,798
1779
$493K ﹤0.01%
31,101
+2,064
1780
$493K ﹤0.01%
3,564
+151
1781
$493K ﹤0.01%
19,320
+4,520
1782
$492K ﹤0.01%
9,078
-8,803
1783
$491K ﹤0.01%
14,506
-3,506
1784
$490K ﹤0.01%
13,108
-13,444
1785
$489K ﹤0.01%
27,690
+12,039
1786
$488K ﹤0.01%
32,032
+216
1787
$488K ﹤0.01%
23,450
+1,585
1788
$487K ﹤0.01%
40,561
-287,148
1789
$486K ﹤0.01%
11,355
-400
1790
$485K ﹤0.01%
11,767
-2,607
1791
$485K ﹤0.01%
25,679
+9,745
1792
$484K ﹤0.01%
7,949
+635
1793
$484K ﹤0.01%
27,734
+1,634
1794
$483K ﹤0.01%
13,906
-325
1795
$483K ﹤0.01%
22,220
-3,235
1796
$482K ﹤0.01%
16,790
+481
1797
$480K ﹤0.01%
23,519
+5,519
1798
$480K ﹤0.01%
3,607
-298
1799
$479K ﹤0.01%
20,778
+3,588
1800
$479K ﹤0.01%
4,809
+1,192
70 71
72
73 74