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
2476
$4K ﹤0.01%
5
2477
$2K ﹤0.01%
+39
2478
-252,357
2479
-2,100
2480
-34,766
2481
-36,316
2482
-35,071
2483
-12,900
2484
-13,300
2485
-56,200
2486
-90,051
2487
-20,401
2488
-84,036
2489
-11,230
2490
-89,130
2491
-9,892
2492
-51,261
2493
-55,782
2494
-9,446
2495
-16,913
2496
-13,454
2497
-3,939
2498
-185,758
2499
-20,200
2500
-6,417