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
2001
$323K ﹤0.01%
7,002
+1,140
2002
$322K ﹤0.01%
5,890
+2,150
2003
$322K ﹤0.01%
24,093
+413
2004
$322K ﹤0.01%
40,823
+9,224
2005
$321K ﹤0.01%
45,550
+1,797
2006
$320K ﹤0.01%
4,522
-353
2007
$319K ﹤0.01%
+1,732
2008
$319K ﹤0.01%
18,032
+214
2009
$319K ﹤0.01%
19,756
-228
2010
$318K ﹤0.01%
13,825
-984
2011
$317K ﹤0.01%
7,591
+950
2012
$316K ﹤0.01%
16,541
+5,994
2013
$316K ﹤0.01%
16,109
-11,221
2014
$312K ﹤0.01%
3,108
-48
2015
$312K ﹤0.01%
30,095
+1,908
2016
$311K ﹤0.01%
7,038
+2,686
2017
$311K ﹤0.01%
40,919
+11,634
2018
$311K ﹤0.01%
+220
2019
$310K ﹤0.01%
+4,746
2020
$310K ﹤0.01%
14,508
-3,740
2021
$308K ﹤0.01%
5,185
-418
2022
$308K ﹤0.01%
6,932
+754
2023
$307K ﹤0.01%
11,201
-6,200
2024
$307K ﹤0.01%
5,004
-869
2025
$306K ﹤0.01%
27,299
-2,560
79 80
81
82 83