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
2226
$209K ﹤0.01%
6,168
-203
2227
$209K ﹤0.01%
13,740
2228
$208K ﹤0.01%
23,183
+2,531
2229
$208K ﹤0.01%
4,979
-6,091
2230
$208K ﹤0.01%
11,750
-27,741
2231
$208K ﹤0.01%
5,673
-131,921
2232
$208K ﹤0.01%
10,499
-15,443
2233
$208K ﹤0.01%
5,061
-248
2234
$208K ﹤0.01%
36,955
+4,078
2235
$207K ﹤0.01%
5,426
-96
2236
$207K ﹤0.01%
11,009
-5,000
2237
$207K ﹤0.01%
+3,446
2238
$207K ﹤0.01%
+2,261
2239
$206K ﹤0.01%
12,580
+202
2240
$206K ﹤0.01%
5,609
-12,266
2241
$205K ﹤0.01%
8,522
-715
2242
$204K ﹤0.01%
8,860
+312
2243
$204K ﹤0.01%
14,406
-2,053
2244
$204K ﹤0.01%
+7,445
2245
$204K ﹤0.01%
45,755
+690
2246
$204K ﹤0.01%
+2,367
2247
$204K ﹤0.01%
6,597
-10,300
2248
$203K ﹤0.01%
+4,809
2249
$203K ﹤0.01%
+9,211
2250
$203K ﹤0.01%
8,812
-4,289
88 89
90
91 92