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
326
$15.6M 0.06%
194,203
+24,959
327
$15.6M 0.06%
362,440
+22,365
328
$15.6M 0.06%
480,638
+70,272
329
$15.5M 0.06%
666,803
-9,372
330
$15.5M 0.06%
345,926
-27,788
331
$15.5M 0.06%
178,844
+5,053
332
$15.5M 0.06%
417,254
+62,344
333
$15.4M 0.06%
943,082
+332,512
334
$15.4M 0.06%
8,208
+635
335
$15.3M 0.06%
351,956
+21,101
336
$15.2M 0.06%
505,755
-32,127
337
$15.2M 0.06%
88,099
+3,775
338
$15.2M 0.06%
790,882
-15,396
339
$15.1M 0.06%
280,008
+40,910
340
$15M 0.06%
257,272
+78,372
341
$15M 0.06%
280,524
-12,035
342
$15M 0.06%
310,668
+7,699
343
$15M 0.06%
363,181
+84,429
344
$15M 0.06%
1,071,888
+124,222
345
$14.9M 0.06%
117,583
-1,532
346
$14.9M 0.06%
134,909
-9,189
347
$14.8M 0.05%
223,993
+35,419
348
$14.7M 0.05%
616,422
+22,933
349
$14.7M 0.05%
270,615
+34,446
350
$14.6M 0.05%
189,839
+25,821
12 13
14
15 16