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
2276
$182K ﹤0.01%
64,000
+24,000
2277
$179K ﹤0.01%
15,896
+2,411
2278
$178K ﹤0.01%
14,339
2279
$178K ﹤0.01%
+30,258
2280
$177K ﹤0.01%
+68
2281
$176K ﹤0.01%
2
2282
$174K ﹤0.01%
14,455
+1,405
2283
$174K ﹤0.01%
90,908
+31,549
2284
$174K ﹤0.01%
35,000
+10,000
2285
$174K ﹤0.01%
14,744
-4,751
2286
$172K ﹤0.01%
+546
2287
$171K ﹤0.01%
1,404
+20
2288
$170K ﹤0.01%
20,882
-2,898
2289
$169K ﹤0.01%
19,145
-11,020
2290
$169K ﹤0.01%
34,683
+482
2291
$167K ﹤0.01%
10,407
-803
2292
$166K ﹤0.01%
22,190
-86,334
2293
$165K ﹤0.01%
14,099
+2,791
2294
$163K ﹤0.01%
10,825
2295
$163K ﹤0.01%
22,104
-867
2296
$163K ﹤0.01%
13,251
-963
2297
$163K ﹤0.01%
23,645
-350,349
2298
$162K ﹤0.01%
32,226
+318
2299
$159K ﹤0.01%
29,805
-2,100
2300
$157K ﹤0.01%
+818
90 91
92
93 94