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
2126
$255K ﹤0.01%
1,881
-20
2127
$254K ﹤0.01%
4,247
-41,415
2128
$253K ﹤0.01%
18,994
-1,089
2129
$253K ﹤0.01%
9,101
-3,481
2130
$253K ﹤0.01%
27,741
+604
2131
$252K ﹤0.01%
4,250
+735
2132
$252K ﹤0.01%
17,832
2133
$252K ﹤0.01%
+21,292
2134
$252K ﹤0.01%
16,310
-169
2135
$251K ﹤0.01%
13,319
+1,425
2136
$251K ﹤0.01%
19,680
+750
2137
$250K ﹤0.01%
6,174
-766
2138
$250K ﹤0.01%
+9,269
2139
$250K ﹤0.01%
5,909
-3,634
2140
$250K ﹤0.01%
3,828
-5,710
2141
$249K ﹤0.01%
11,980
-4,998
2142
$248K ﹤0.01%
+21,804
2143
$248K ﹤0.01%
+16,488
2144
$247K ﹤0.01%
+3,251
2145
$247K ﹤0.01%
10,028
-6,433
2146
$247K ﹤0.01%
2,300
-14,559
2147
$247K ﹤0.01%
16,395
-26,710
2148
$246K ﹤0.01%
+11,246
2149
$246K ﹤0.01%
+23,725
2150
$245K ﹤0.01%
12,182
-155,080
84 85
86
87 88