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
2251
$202K ﹤0.01%
+13,891
2252
$202K ﹤0.01%
9,081
-787
2253
$201K ﹤0.01%
+1,849
2254
$201K ﹤0.01%
+4,952
2255
$201K ﹤0.01%
+9,142
2256
$201K ﹤0.01%
19,353
-9,027
2257
$200K ﹤0.01%
13,651
-1,500
2258
$200K ﹤0.01%
+4,824
2259
$197K ﹤0.01%
12,808
-5,065
2260
$195K ﹤0.01%
12,624
+299
2261
$192K ﹤0.01%
24,821
-6,806
2262
$191K ﹤0.01%
9,021
-8,217
2263
$191K ﹤0.01%
11,984
+1,108
2264
$190K ﹤0.01%
+10,025
2265
$189K ﹤0.01%
23,287
-2,088
2266
$188K ﹤0.01%
+11,819
2267
$188K ﹤0.01%
+11,464
2268
$188K ﹤0.01%
34,820
+4,500
2269
$187K ﹤0.01%
14,700
2270
$187K ﹤0.01%
16,481
+2,286
2271
$186K ﹤0.01%
+12,577
2272
$186K ﹤0.01%
20,801
+754
2273
$186K ﹤0.01%
+11,154
2274
$186K ﹤0.01%
+15,219
2275
$185K ﹤0.01%
14,507
+8
89 90
91
92 93