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 10.92%
4 Industrials 8.96%
5 Consumer Staples 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2426
– –
-15,900
2427
– –
-15,552
2428
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-5,455
2429
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-78,554
2430
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-9,336
2431
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-24,853
2432
– –
-8,750
2433
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-24,078
2434
– –
-129,681
2435
– –
-18,203
2436
– –
-4,184
2437
– –
-48,612
2438
– –
-8,427
2439
– –
-2,047
2440
– –
-30,757
2441
$0 ﹤0.01%
60,122
+1,142
2442
– –
-36,394
2443
– –
-40,160
2444
– –
-27,058
2445
– –
-23,107
2446
– –
-10,468
2447
– –
-43,000
2448
– –
-82,080
2449
– –
-10,050
2450
– –
-18,892
96 97
98
99 100