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
1901
$392K ﹤0.01%
6,348
+64
1902
$392K ﹤0.01%
19,470
-1,954
1903
$391K ﹤0.01%
39,032
+464
1904
$390K ﹤0.01%
9,847
+2,087
1905
$390K ﹤0.01%
9,590
-2,580
1906
$389K ﹤0.01%
+4,534
1907
$387K ﹤0.01%
15,866
-9,233
1908
$386K ﹤0.01%
9,958
-5,400
1909
$386K ﹤0.01%
16,150
-8,405
1910
$385K ﹤0.01%
+10,421
1911
$385K ﹤0.01%
31,177
-10,846
1912
$384K ﹤0.01%
3,691
-393
1913
$384K ﹤0.01%
25,627
-100
1914
$383K ﹤0.01%
26,435
-4,237
1915
$382K ﹤0.01%
11,867
-11,630
1916
$382K ﹤0.01%
18,705
-2,610
1917
$382K ﹤0.01%
13,425
-12,200
1918
$382K ﹤0.01%
12,200
1919
$382K ﹤0.01%
30,176
-9,488
1920
$381K ﹤0.01%
8,230
-295
1921
$381K ﹤0.01%
106
+5
1922
$380K ﹤0.01%
16,307
-28
1923
$380K ﹤0.01%
43,629
+17,252
1924
$379K ﹤0.01%
18,685
+202
1925
$378K ﹤0.01%
+9,726
75 76
77
78 79