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
2201
$220K ﹤0.01%
18,309
-3,430
2202
$219K ﹤0.01%
+5,709
2203
$219K ﹤0.01%
+9,303
2204
$218K ﹤0.01%
3,498
+100
2205
$218K ﹤0.01%
+8,300
2206
$218K ﹤0.01%
+21,685
2207
$218K ﹤0.01%
11,287
-488
2208
$217K ﹤0.01%
+4,551
2209
$216K ﹤0.01%
15,470
-1,260
2210
$216K ﹤0.01%
+7,500
2211
$216K ﹤0.01%
9,217
-30,488
2212
$216K ﹤0.01%
25,920
-320,809
2213
$216K ﹤0.01%
16,584
+382
2214
$215K ﹤0.01%
13,804
-16,430
2215
$215K ﹤0.01%
11,880
+1,286
2216
$214K ﹤0.01%
+2,742
2217
$214K ﹤0.01%
+5,841
2218
$214K ﹤0.01%
2,640
-167
2219
$214K ﹤0.01%
25,055
+2,800
2220
$213K ﹤0.01%
14,100
2221
$212K ﹤0.01%
11,142
-614
2222
$212K ﹤0.01%
12,700
2223
$210K ﹤0.01%
20,752
-2,831
2224
$209K ﹤0.01%
+4,555
2225
$209K ﹤0.01%
+3,138
87 88
89
90 91