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
351
$14.5M 0.05%
88,058
+18,333
352
$14.4M 0.05%
454,749
-31,480
353
$14.4M 0.05%
295,939
+287,148
354
$14.4M 0.05%
338,111
+39,601
355
$14.3M 0.05%
299,417
-17,768
356
$14.1M 0.05%
637,917
+88,196
357
$14.1M 0.05%
421,682
-237,091
358
$14M 0.05%
223,553
-19,206
359
$13.9M 0.05%
644,680
+615,318
360
$13.9M 0.05%
310,974
-48,123
361
$13.8M 0.05%
494,377
-72,257
362
$13.8M 0.05%
404,194
+303,559
363
$13.8M 0.05%
299,715
+41,061
364
$13.7M 0.05%
197,798
-15,810
365
$13.7M 0.05%
243,661
+14,646
366
$13.7M 0.05%
244,962
-39,661
367
$13.7M 0.05%
340,449
+48,315
368
$13.7M 0.05%
249,875
+14,096
369
$13.6M 0.05%
370,435
+52,752
370
$13.6M 0.05%
4,789,069
+682,218
371
$13.5M 0.05%
263,402
+36,838
372
$13.5M 0.05%
131,526
+36,430
373
$13.3M 0.05%
258,529
+37,933
374
$13.3M 0.05%
170,837
+23,754
375
$13.3M 0.05%
407,688
+58,714
13 14
15
16 17