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
276
$19.6M 0.07%
255,217
+27,526
277
$19.6M 0.07%
406,803
-42,327
278
$19.5M 0.07%
400,978
-15,574
279
$19.5M 0.07%
205,733
+6,155
280
$19.2M 0.07%
627,962
+20,363
281
$19.1M 0.07%
486,311
-4,426
282
$18.8M 0.07%
437,331
+169,561
283
$18.7M 0.07%
203,308
-6,838
284
$18.7M 0.07%
193,745
+12,719
285
$18.6M 0.07%
192,910
+26,602
286
$18.5M 0.07%
93,082
+7,531
287
$18.4M 0.07%
366,719
+44,123
288
$18.2M 0.07%
420,965
-350,020
289
$18.2M 0.07%
131,253
+15,801
290
$18.1M 0.07%
113,373
+17,375
291
$17.9M 0.07%
395,132
-86,626
292
$17.8M 0.07%
56,191
+6,387
293
$17.8M 0.07%
288,028
+2,497
294
$17.8M 0.07%
177,521
+15,830
295
$17.8M 0.07%
4,922,520
-149,800
296
$17.7M 0.07%
370,359
+51,109
297
$17.6M 0.07%
818,890
+169,235
298
$17.6M 0.07%
277,815
+33,342
299
$17.6M 0.07%
120,739
+5,970
300
$17.4M 0.06%
324,795
+45,623
10 11
12
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