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
301
$17.2M 0.06%
106,037
+15,423
302
$17.1M 0.06%
650,381
+28,753
303
$17.1M 0.06%
356,929
+55,114
304
$17.1M 0.06%
201,894
-58,089
305
$17M 0.06%
139,537
-6,748
306
$16.9M 0.06%
305,883
+35,268
307
$16.7M 0.06%
175,296
+26,103
308
$16.7M 0.06%
759,995
+94,997
309
$16.5M 0.06%
185,657
+1,875
310
$16.4M 0.06%
302,352
-97,145
311
$16.3M 0.06%
397,462
-136,370
312
$16.1M 0.06%
205,852
+142,011
313
$16.1M 0.06%
636,804
+28,688
314
$16M 0.06%
323,269
+54,587
315
$16M 0.06%
262,134
-871
316
$16M 0.06%
745,938
+18,060
317
$15.9M 0.06%
153,065
+7,632
318
$15.9M 0.06%
68,818
-5,776
319
$15.9M 0.06%
690,047
+72,419
320
$15.9M 0.06%
645,373
+14,560
321
$15.9M 0.06%
396,524
-1,954
322
$15.8M 0.06%
309,677
-30,599
323
$15.7M 0.06%
959,707
+35,942
324
$15.6M 0.06%
269,357
+78,417
325
$15.6M 0.06%
176,641
-58,165
11 12
13
14 15