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
251
$22.4M 0.08%
328,489
+28,356
252
$22M 0.08%
402,685
-79,597
253
$21.9M 0.08%
665,899
+23,771
254
$21.8M 0.08%
878,081
-94,425
255
$21.6M 0.08%
253,275
-4,586
256
$21.6M 0.08%
291,952
-11,982
257
$21.5M 0.08%
174,449
-895
258
$21.4M 0.08%
285,274
-50,932
259
$21.3M 0.08%
278,515
+34,248
260
$21.3M 0.08%
707,231
+34,148
261
$21.3M 0.08%
471,905
+80,677
262
$21.2M 0.08%
382,553
+6,443
263
$21.1M 0.08%
431,485
+7,577
264
$20.8M 0.08%
347,619
-24,049
265
$20.8M 0.08%
228,815
+35
266
$20.7M 0.08%
534,391
+22,067
267
$20.6M 0.08%
590,420
+177,796
268
$20.5M 0.08%
137,854
-4,467
269
$20.4M 0.08%
517,213
+1,815
270
$20.2M 0.07%
275,226
+30,672
271
$19.9M 0.07%
332,012
+26,556
272
$19.9M 0.07%
594,112
-45,623
273
$19.8M 0.07%
305,514
+66,719
274
$19.8M 0.07%
492,661
+2,223
275
$19.7M 0.07%
219,329
+18,562
9 10
11
12 13