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
201
$26.4M 0.11%
917,652
-27,195
202
$25.9M 0.11%
224,866
-45,579
203
$25.9M 0.11%
356,874
+259,935
204
$25.9M 0.11%
585,523
+99,137
205
$25.7M 0.11%
1,407,820
+1,136,484
206
$25.7M 0.11%
541,725
-46,379
207
$25.5M 0.11%
522,827
-67,922
208
$25.3M 0.11%
187,582
+11,978
209
$25.1M 0.11%
478,416
-10,938
210
$24.9M 0.11%
576,839
-10,345
211
$24.6M 0.1%
1,123,838
-178,878
212
$24.5M 0.1%
445,424
-24,437
213
$24.3M 0.1%
1,692,827
+1,558,872
214
$24.1M 0.1%
+307,701
215
$24M 0.1%
641,296
-34,052
216
$24M 0.1%
980,754
-483,897
217
$23.9M 0.1%
193,049
+14,043
218
$23.8M 0.1%
684,522
-5,562
219
$23.7M 0.1%
437,335
+254,161
220
$23.5M 0.1%
200,654
-20,185
221
$23.5M 0.1%
271,784
+5,192
222
$23.3M 0.1%
220,293
-9,400
223
$23M 0.1%
219,451
+83,270
224
$22.9M 0.1%
227,082
+69,856
225
$22.8M 0.1%
985,595
+67,222
7 8
9
10 11