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
2401
$9K ﹤0.01%
+10,000
2402
$8K ﹤0.01%
+121
2403
$6K ﹤0.01%
2,200
+170
2404
$4K ﹤0.01%
+5
2405
$4K ﹤0.01%
2,451
2406
$4K ﹤0.01%
13,500
2407
– –
-1,126
2408
– –
-3,376
2409
– –
-7,734
2410
– –
-10,417
2411
– –
-4,351
2412
– –
-43,345
2413
– –
-12,233
2414
– –
-9,500
2415
– –
-42,431
2416
– –
-22,606
2417
– –
-21,237
2418
– –
-12,158
2419
– –
-57,425
2420
– –
-10,763
2421
– –
-10,895
2422
– –
-6,978
2423
– –
-10,361
2424
– –
-2,700
2425
– –
-21,706
95 96
97
98 99