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
2351
$103K ﹤0.01%
18,100
+5,100
2352
$98K ﹤0.01%
+19,859
2353
$98K ﹤0.01%
+14,900
2354
$97K ﹤0.01%
+11,532
2355
$96K ﹤0.01%
12,800
+800
2356
$90K ﹤0.01%
+10,527
2357
$88K ﹤0.01%
+13,380
2358
$87K ﹤0.01%
23,565
-3,620
2359
$87K ﹤0.01%
33,953
-59,953
2360
$84K ﹤0.01%
550
-3,717
2361
$83K ﹤0.01%
+20,000
2362
$82K ﹤0.01%
+11,049
2363
$81K ﹤0.01%
15,814
-1,321
2364
$81K ﹤0.01%
52,500
2365
$81K ﹤0.01%
56,686
-412
2366
$75K ﹤0.01%
+45,490
2367
$75K ﹤0.01%
+12,611
2368
$74K ﹤0.01%
+2,065
2369
$71K ﹤0.01%
3,905
-3,727
2370
$71K ﹤0.01%
34,261
+1,713
2371
$69K ﹤0.01%
2,649
-149
2372
$67K ﹤0.01%
+17,280
2373
$67K ﹤0.01%
3,051
-356
2374
$67K ﹤0.01%
49,354
-2,074
2375
$65K ﹤0.01%
+12,676
93 94
95
96 97