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
1976
$336K ﹤0.01%
32,931
+9,398
1977
$334K ﹤0.01%
12,799
-44
1978
$334K ﹤0.01%
11,786
-446
1979
$333K ﹤0.01%
6,777
+725
1980
$333K ﹤0.01%
15,457
+424
1981
$333K ﹤0.01%
23,477
-17,594
1982
$332K ﹤0.01%
6,364
-247
1983
$332K ﹤0.01%
5,082
-973
1984
$332K ﹤0.01%
3,648
-625
1985
$332K ﹤0.01%
19,396
+4,746
1986
$332K ﹤0.01%
232,000
1987
$331K ﹤0.01%
6,834
-216
1988
$330K ﹤0.01%
+5,219
1989
$329K ﹤0.01%
4,000
-3,512
1990
$329K ﹤0.01%
9,667
+4,147
1991
$328K ﹤0.01%
24,782
-540
1992
$328K ﹤0.01%
+8,256
1993
$328K ﹤0.01%
+11,918
1994
$327K ﹤0.01%
12,300
+3,506
1995
$327K ﹤0.01%
10,006
+27
1996
$325K ﹤0.01%
+9,385
1997
$325K ﹤0.01%
4,934
+609
1998
$325K ﹤0.01%
23,807
-17,230
1999
$324K ﹤0.01%
17,697
+4,890
2000
$324K ﹤0.01%
+9,235
78 79
80
81 82