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
2426
– –
-10,395
2427
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-5,550
2428
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-21,793
2429
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-17,833
2430
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-10,000
2431
– –
-62,291
2432
– –
-149,863
2433
– –
-23,505
2434
– –
-14,466
2435
– –
-7,900
2436
– –
-15,239
2437
– –
-11,820
2438
– –
-7,122
2439
– –
-1
2440
– –
-10,053
2441
– –
-27,770
2442
– –
-7,664
2443
– –
-18,284
2444
– –
-7,960
2445
– –
-19,511
2446
– –
-34,957
2447
– –
-5,950
2448
– –
-10,931
2449
– –
-19,932
2450
– –
-87,815
96 97
98
99 100