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
2051
$293K ﹤0.01%
14,323
-293
2052
$293K ﹤0.01%
17,328
+18
2053
$291K ﹤0.01%
4,453
-358
2054
$291K ﹤0.01%
+10,561
2055
$291K ﹤0.01%
7,478
+110
2056
$290K ﹤0.01%
7,537
-446
2057
$289K ﹤0.01%
+6,040
2058
$289K ﹤0.01%
9,548
+500
2059
$288K ﹤0.01%
10,770
2060
$288K ﹤0.01%
13,271
-295
2061
$287K ﹤0.01%
8,312
-13
2062
$287K ﹤0.01%
7,488
-447
2063
$286K ﹤0.01%
3,463
-6,997
2064
$285K ﹤0.01%
5,667
-380
2065
$284K ﹤0.01%
+8,658
2066
$282K ﹤0.01%
21,165
+9,300
2067
$282K ﹤0.01%
32,650
2068
$282K ﹤0.01%
+28,499
2069
$281K ﹤0.01%
+20,085
2070
$280K ﹤0.01%
13,892
-120
2071
$280K ﹤0.01%
17,917
-5,844
2072
$280K ﹤0.01%
17,173
-16,228
2073
$279K ﹤0.01%
+7,950
2074
$279K ﹤0.01%
19,671
+3,237
2075
$278K ﹤0.01%
4,834
81 82
83
84 85