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
2376
$61K ﹤0.01%
14,000
2377
$60K ﹤0.01%
13,960
-1
2378
$59K ﹤0.01%
1,472
-369
2379
$58K ﹤0.01%
3,929
-2,200
2380
$57K ﹤0.01%
+2,504
2381
$56K ﹤0.01%
11,418
-1,290
2382
$56K ﹤0.01%
25,536
-16,861
2383
$55K ﹤0.01%
13,813
-74,625
2384
$52K ﹤0.01%
11,237
-5,000
2385
$52K ﹤0.01%
7,081
+5,576
2386
$48K ﹤0.01%
25,543
-5,947
2387
$46K ﹤0.01%
10,000
2388
$45K ﹤0.01%
78,505
-10,501
2389
$44K ﹤0.01%
12,389
-1,961
2390
$41K ﹤0.01%
29,225
+350
2391
$41K ﹤0.01%
39,800
2392
$37K ﹤0.01%
523
+14
2393
$35K ﹤0.01%
1,118
+2
2394
$33K ﹤0.01%
714
-56
2395
$32K ﹤0.01%
37
-47
2396
$30K ﹤0.01%
1,696
-977
2397
$25K ﹤0.01%
11,000
2398
$24K ﹤0.01%
41
-1
2399
$22K ﹤0.01%
833
2400
$18K ﹤0.01%
+26,400