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
1951
$354K ﹤0.01%
16,332
-5,435
1952
$354K ﹤0.01%
14,293
-5,370
1953
$352K ﹤0.01%
23,634
-4,657
1954
$352K ﹤0.01%
32,505
-990
1955
$352K ﹤0.01%
23,061
+9,227
1956
$351K ﹤0.01%
25,236
1957
$351K ﹤0.01%
1,572
+10
1958
$350K ﹤0.01%
24,260
-18,050
1959
$349K ﹤0.01%
2,394
-3,400
1960
$348K ﹤0.01%
40,250
+15,294
1961
$345K ﹤0.01%
+4,420
1962
$344K ﹤0.01%
11,051
+2,979
1963
$344K ﹤0.01%
47,101
+11,381
1964
$343K ﹤0.01%
+12,280
1965
$343K ﹤0.01%
24,410
+4,695
1966
$343K ﹤0.01%
8,648
-224
1967
$341K ﹤0.01%
+13,588
1968
$340K ﹤0.01%
24,817
-6,609
1969
$340K ﹤0.01%
8,664
-1,919
1970
$338K ﹤0.01%
2,802
+987
1971
$338K ﹤0.01%
+2,237
1972
$338K ﹤0.01%
+11,989
1973
$337K ﹤0.01%
36,559
-2,953
1974
$337K ﹤0.01%
+13,046
1975
$337K ﹤0.01%
3,004
+953
77 78
79
80 81