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
1826
$457K ﹤0.01%
19,280
1827
$456K ﹤0.01%
2,249
+452
1828
$454K ﹤0.01%
+11,241
1829
$454K ﹤0.01%
98,086
+10,079
1830
$453K ﹤0.01%
7,516
+760
1831
$452K ﹤0.01%
12,970
-5,114
1832
$452K ﹤0.01%
20,495
-1,038
1833
$451K ﹤0.01%
10,413
-798
1834
$451K ﹤0.01%
13,318
+3,580
1835
$450K ﹤0.01%
+25,197
1836
$449K ﹤0.01%
105,124
+3,574
1837
$449K ﹤0.01%
18,190
-1,476
1838
$449K ﹤0.01%
11,580
-9,278
1839
$446K ﹤0.01%
8,630
-560
1840
$445K ﹤0.01%
2,566
-223
1841
$445K ﹤0.01%
9,410
+489
1842
$443K ﹤0.01%
12,957
-6,939
1843
$443K ﹤0.01%
21,816
+1,399
1844
$442K ﹤0.01%
+14,000
1845
$440K ﹤0.01%
11,748
-214
1846
$439K ﹤0.01%
9,275
-8,735
1847
$437K ﹤0.01%
7,497
-1,818
1848
$437K ﹤0.01%
26,437
-800
1849
$436K ﹤0.01%
15,084
+2,670
1850
$436K ﹤0.01%
5,683
-240
72 73
74
75 76