Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
1
$474M 2.01%
16,377,712
-212,576
2
$452M 1.92%
2,021,214
+45,404
3
$365M 1.55%
5,870,266
+284,281
4
$348M 1.48%
4,032,589
+112,224
5
$337M 1.43%
3,733,540
-7,562
6
$296M 1.26%
2,574,927
+49,735
7
$263M 1.12%
8,711,441
+159,249
8
$237M 1.01%
1,564,963
-51,371
9
$217M 0.92%
1,845,952
+38,594
10
$217M 0.92%
4,062,110
-230,896
11
$213M 0.91%
6,927,381
-69,268
12
$213M 0.9%
2,033,432
+256,723
13
$202M 0.86%
5,086,460
+471,920
14
$199M 0.84%
2,362,344
+130,330
15
$193M 0.82%
3,499,623
-469,291
16
$192M 0.82%
1,201,635
+14,644
17
$186M 0.79%
5,792,161
+140,421
18
$184M 0.78%
2,932,406
+51,924
19
$183M 0.78%
3,263,798
-78,648
20
$164M 0.7%
1,054,734
-18,340
21
$160M 0.68%
3,857,142
+194,165
22
$154M 0.65%
2,874,736
+148,683
23
$145M 0.62%
1,084,726
-18,553
24
$137M 0.58%
1,183,212
+42,305
25
$137M 0.58%
665,835
+70,824
1
2 3 4 5