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
1926
$375K ﹤0.01%
12,273
-2,793
1927
$374K ﹤0.01%
5,792
-4,970
1928
$372K ﹤0.01%
9,297
-3,299
1929
$372K ﹤0.01%
4,666
+729
1930
$372K ﹤0.01%
10,969
+917
1931
$370K ﹤0.01%
+11,360
1932
$369K ﹤0.01%
2,865
-583
1933
$368K ﹤0.01%
13,836
-25,471
1934
$366K ﹤0.01%
+8,064
1935
$365K ﹤0.01%
20,382
-1,643
1936
$365K ﹤0.01%
68,798
+29,447
1937
$364K ﹤0.01%
9,056
-1,614
1938
$363K ﹤0.01%
+15,054
1939
$363K ﹤0.01%
8,195
+2,014
1940
$362K ﹤0.01%
+8,410
1941
$362K ﹤0.01%
4,278
+307
1942
$361K ﹤0.01%
10,798
-57
1943
$360K ﹤0.01%
15,315
+5,150
1944
$359K ﹤0.01%
+25,693
1945
$358K ﹤0.01%
66,574
+30,937
1946
$356K ﹤0.01%
14,075
-1,670
1947
$356K ﹤0.01%
26,162
+4,907
1948
$356K ﹤0.01%
18,300
+7,750
1949
$356K ﹤0.01%
8,098
-667
1950
$355K ﹤0.01%
25,000
76 77
78
79 80