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
2301
$157K ﹤0.01%
10,819
-758
2302
$156K ﹤0.01%
10,604
-2,586
2303
$155K ﹤0.01%
21,912
+1,635
2304
$154K ﹤0.01%
13,781
-15,000
2305
$153K ﹤0.01%
17,371
-500
2306
$153K ﹤0.01%
118,263
+45,779
2307
$152K ﹤0.01%
15,245
-1,394
2308
$152K ﹤0.01%
12,950
2309
$151K ﹤0.01%
20,046
-2,954
2310
$150K ﹤0.01%
2,760
+185
2311
$150K ﹤0.01%
18,200
-1,430
2312
$149K ﹤0.01%
+13,084
2313
$145K ﹤0.01%
15,132
+450
2314
$144K ﹤0.01%
149
-1
2315
$141K ﹤0.01%
2,750
2316
$140K ﹤0.01%
25,300
2317
$140K ﹤0.01%
22,539
-1,389
2318
$139K ﹤0.01%
13,050
2319
$139K ﹤0.01%
10,449
-600
2320
$139K ﹤0.01%
+15,000
2321
$138K ﹤0.01%
10,065
-3,764
2322
$137K ﹤0.01%
20,100
-334
2323
$136K ﹤0.01%
4,639
2324
$136K ﹤0.01%
+12,193
2325
$134K ﹤0.01%
+12,424
91 92
93
94 95