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
1851
$435K ﹤0.01%
+4,000
1852
$434K ﹤0.01%
29,531
+12,071
1853
$434K ﹤0.01%
7,666
+323
1854
$433K ﹤0.01%
17,936
-1,145
1855
$432K ﹤0.01%
10,057
-6,060
1856
$432K ﹤0.01%
27,240
-8,560
1857
$432K ﹤0.01%
5,956
-4,219
1858
$430K ﹤0.01%
35,000
+9,320
1859
$429K ﹤0.01%
15,813
+157
1860
$429K ﹤0.01%
13,900
1861
$428K ﹤0.01%
12,308
-3,751
1862
$428K ﹤0.01%
14,713
+51
1863
$427K ﹤0.01%
35,043
+600
1864
$425K ﹤0.01%
8,052
+168
1865
$424K ﹤0.01%
5,611
-1,386
1866
$424K ﹤0.01%
3,755
+127
1867
$422K ﹤0.01%
+4,547
1868
$421K ﹤0.01%
6,805
+160
1869
$419K ﹤0.01%
10,019
+110
1870
$416K ﹤0.01%
17,217
-30,155
1871
$415K ﹤0.01%
22,500
-12,122
1872
$414K ﹤0.01%
4,745
-3,248
1873
$414K ﹤0.01%
14,481
-2,870
1874
$413K ﹤0.01%
+12,322
1875
$413K ﹤0.01%
20,060
+1,830
73 74
75
76 77