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
1801
$479K ﹤0.01%
22,453
+2,253
1802
$478K ﹤0.01%
17,039
-1,158
1803
$476K ﹤0.01%
23,664
+2,104
1804
$476K ﹤0.01%
10,169
-7,842
1805
$476K ﹤0.01%
3,305
-1,055
1806
$475K ﹤0.01%
+11,021
1807
$474K ﹤0.01%
10,500
-1,388
1808
$474K ﹤0.01%
8,973
-3,448
1809
$473K ﹤0.01%
9,765
-9,784
1810
$470K ﹤0.01%
+8,429
1811
$469K ﹤0.01%
12,104
+3,585
1812
$468K ﹤0.01%
12,732
+2,358
1813
$468K ﹤0.01%
60,897
+24,719
1814
$467K ﹤0.01%
44,539
-3,601
1815
$466K ﹤0.01%
+9,684
1816
$465K ﹤0.01%
18,938
+2,573
1817
$464K ﹤0.01%
48,592
-15,772
1818
$464K ﹤0.01%
+37,915
1819
$464K ﹤0.01%
+6,089
1820
$463K ﹤0.01%
14,730
-2,445
1821
$463K ﹤0.01%
68,242
+12,679
1822
$462K ﹤0.01%
10,014
+1,311
1823
$461K ﹤0.01%
37,490
-1,269
1824
$459K ﹤0.01%
20,454
-7,994
1825
$458K ﹤0.01%
+9,134
71 72
73
74 75