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
$27B
AUM Growth
+$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,717
New
Increased
Reduced
Closed

Top Buys

1
+$62M
2
+$43.9M
3
+$35.2M
4
ACN icon
Accenture
ACN
+$31.8M
5
PARA
Paramount Global Class B
PARA
+$31.6M

Top Sells

1
+$54.6M
2
+$45.6M
3
+$31.2M
4
ETP
Energy Transfer Partners L.p.
ETP
+$27.9M
5
VFC icon
VF Corp
VFC
+$27.7M

Sector Composition

1 Healthcare 11.82%
2 Financials 11.22%
3 Technology 11.02%
4 Industrials 9.09%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$25.8M 0.1%
306,532
-175,896
227
$25.4M 0.09%
497,364
-9,959
228
$25.3M 0.09%
469,066
+61,876
229
$25.2M 0.09%
198,205
+17,302
230
$25.2M 0.09%
199,670
+28,494
231
$25.1M 0.09%
393,485
-31,932
232
$24.6M 0.09%
284,536
+99,002
233
$24.6M 0.09%
223,805
+12,946
234
$24.6M 0.09%
1,648,790
+36,820
235
$24.6M 0.09%
575,005
-143,823
236
$24.6M 0.09%
306,884
+41,483
237
$24M 0.09%
268,251
+5,885
238
$24M 0.09%
2,211,228
+528,464
239
$24M 0.09%
224,013
+30,168
240
$23.9M 0.09%
322,988
+58,489
241
$23.8M 0.09%
754,727
+56,649
242
$23.3M 0.09%
163,586
+15,227
243
$23.1M 0.09%
134,616
+40,952
244
$22.8M 0.08%
162,049
-5,700
245
$22.7M 0.08%
938,334
+556,788
246
$22.7M 0.08%
228,819
-85,884
247
$22.7M 0.08%
374,606
-77,546
248
$22.7M 0.08%
684,507
-122,884
249
$22.6M 0.08%
244,219
-3,542
250
$22.6M 0.08%
302,849
-11,760
8 9
10
11 12