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
2101
$269K ﹤0.01%
5,311
+37
2102
$269K ﹤0.01%
+7,812
2103
$268K ﹤0.01%
14,960
+2,760
2104
$268K ﹤0.01%
9,444
+48
2105
$266K ﹤0.01%
1,265
+15
2106
$266K ﹤0.01%
22,797
+9,609
2107
$265K ﹤0.01%
40,089
-1,848
2108
$265K ﹤0.01%
+9,653
2109
$264K ﹤0.01%
12,790
+13
2110
$263K ﹤0.01%
28,925
-350
2111
$262K ﹤0.01%
9,543
-2,952
2112
$261K ﹤0.01%
6,647
+361
2113
$260K ﹤0.01%
11,190
-1,830
2114
$260K ﹤0.01%
5,560
-3,335
2115
$259K ﹤0.01%
17,663
-12,987
2116
$259K ﹤0.01%
22,672
-15,276
2117
$259K ﹤0.01%
11,021
-1,846
2118
$258K ﹤0.01%
+17,044
2119
$257K ﹤0.01%
3,549
-73
2120
$257K ﹤0.01%
+10,556
2121
$257K ﹤0.01%
20,494
2122
$257K ﹤0.01%
+22,600
2123
$256K ﹤0.01%
8,764
-2,760
2124
$256K ﹤0.01%
3,003
-2,997
2125
$255K ﹤0.01%
10,440
83 84
85
86 87