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
1876
$411K ﹤0.01%
4,147
+81
1877
$411K ﹤0.01%
65,292
-221,612
1878
$411K ﹤0.01%
+9,346
1879
$409K ﹤0.01%
3,235
-49,616
1880
$408K ﹤0.01%
15,655
+100
1881
$408K ﹤0.01%
9,240
-8,195
1882
$408K ﹤0.01%
23,914
-764
1883
$406K ﹤0.01%
20,400
+10,313
1884
$401K ﹤0.01%
28,577
+4,238
1885
$401K ﹤0.01%
11,150
-3,394
1886
$401K ﹤0.01%
15,480
-20,178
1887
$400K ﹤0.01%
18,255
-16,411
1888
$400K ﹤0.01%
33,354
+3,393
1889
$400K ﹤0.01%
35,873
+20,156
1890
$400K ﹤0.01%
33,662
-8,722
1891
$398K ﹤0.01%
6,640
-155
1892
$398K ﹤0.01%
9,080
+852
1893
$397K ﹤0.01%
+5,191
1894
$397K ﹤0.01%
+21,263
1895
$396K ﹤0.01%
19,843
+7,069
1896
$396K ﹤0.01%
23,725
-375
1897
$396K ﹤0.01%
29,710
1898
$394K ﹤0.01%
+8,616
1899
$393K ﹤0.01%
3,537
-3,665
1900
$393K ﹤0.01%
53,094
+17,560
74 75
76
77 78