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
2326
$133K ﹤0.01%
9
2327
$132K ﹤0.01%
+10,000
2328
$130K ﹤0.01%
24,806
-13,279
2329
$130K ﹤0.01%
12,518
+146
2330
$129K ﹤0.01%
15,980
-40
2331
$127K ﹤0.01%
+13,084
2332
$126K ﹤0.01%
25,210
-2,010
2333
$126K ﹤0.01%
1,812
-118
2334
$126K ﹤0.01%
4,589
-7,907
2335
$125K ﹤0.01%
11,813
2336
$125K ﹤0.01%
11,259
+265
2337
$122K ﹤0.01%
16,331
-2,202
2338
$119K ﹤0.01%
+1,655
2339
$116K ﹤0.01%
17,067
-2,609
2340
$116K ﹤0.01%
+12,839
2341
$114K ﹤0.01%
+13,750
2342
$114K ﹤0.01%
26,000
-38,398
2343
$113K ﹤0.01%
34,832
2344
$113K ﹤0.01%
+10,381
2345
$112K ﹤0.01%
5,813
-332
2346
$111K ﹤0.01%
11,721
-600
2347
$109K ﹤0.01%
+13,283
2348
$109K ﹤0.01%
43,642
-2,270
2349
$108K ﹤0.01%
15,919
-8,343
2350
$103K ﹤0.01%
11,973
-1,153
92 93
94
95 96