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
2151
$245K ﹤0.01%
16,893
+2,562
2152
$245K ﹤0.01%
+15,255
2153
$245K ﹤0.01%
21,122
2154
$245K ﹤0.01%
+5,153
2155
$244K ﹤0.01%
5,970
+834
2156
$244K ﹤0.01%
4,902
-1,699
2157
$244K ﹤0.01%
+8,699
2158
$243K ﹤0.01%
+4,935
2159
$243K ﹤0.01%
7,614
-4,807
2160
$243K ﹤0.01%
+2,889
2161
$243K ﹤0.01%
10,330
-1,721
2162
$242K ﹤0.01%
8,448
-2,150
2163
$242K ﹤0.01%
+1,803
2164
$241K ﹤0.01%
22,773
+11
2165
$241K ﹤0.01%
+3,661
2166
$240K ﹤0.01%
+4,400
2167
$239K ﹤0.01%
17,222
+485
2168
$237K ﹤0.01%
+3,716
2169
$236K ﹤0.01%
2,200
-150
2170
$236K ﹤0.01%
3,014
+40
2171
$235K ﹤0.01%
11,045
+359
2172
$234K ﹤0.01%
34,283
+321
2173
$234K ﹤0.01%
2,370
+70
2174
$233K ﹤0.01%
11,896
+96
2175
$232K ﹤0.01%
+6,735
85 86
87
88 89